A complete list of active advisors currently associated with Indieplan LLC

Warmer can help you find a great advisor at Indieplan LLC or one who fits your needs even better.

The firm provides fee-only, advice-only financial planning and consulting to high‑net‑worth individuals and to other registered investment advisers. Its services include one‑time holistic plans (Indie Target Plan™), an ongoing Indie Partnership Program™ for clients who have completed a plan, limited‑scope hourly projects, and non‑discretionary consulting engagements for other RIAs. The firm does not manage client assets or accept custody; recommendations are built around Modern Portfolio Theory and a mix of primarily passive (with selective active) fund selections emphasizing asset allocation, diversification, tax efficiency, and implementation support. Ongoing planning clients receive periodic reviews and up to three meetings per year under the partnership program, while clients remain responsible for trade execution and plan implementation (the firm provides implementation support for a limited period). Noteworthy for a solo independent adviser, the firm does not offer portfolio management or charge percentage‑of‑AUM fees, yet reports approximately $242.5 million in assets under advisement across about 15 clients, indicating work with larger accounts and other advisers rather than a broad retail base. It also markets specialized consulting services to other RIAs — including model portfolio, fund and capital markets reviews offered as one‑time or ongoing engagements — which is atypical for a firm of its size and business model.

To learn more about the advisors currently working at Indieplan LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Philip Murphy	Chestnut Ridge, NY	1

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