Indianapolis, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Intrepid Financial Planning Group, LLC
Team
Firm-wide stats for Intrepid Financial Planning Group, LLC
About
Intrepid Financial Planning Group, LLC provides discretionary investment management to individuals, families, business entities, trusts, pension and profit-sharing plans, and charitable trusts, and reports approximately $390 million in assets under management. The firm offers customized portfolios and two Client Portfolio Advisory Services programs intended to accommodate smaller accounts and differing preferences for individual stock holdings.
IFPG’s investment approach is grounded in components of Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, tax-conscious construction, and attention to investment expenses. Portfolio construction relies on mutual funds and ETFs (with fund selection informed by Morningstar reports), fundamental and technical analysis for individual equities, and the firm may use inverse/enhanced or long/short funds for hedging or tactical exposure.
Distinctive operational features disclosed in the brochure include the firm’s integration with tax and accounting professionals: eleven tax/accounting professionals are registered as investment adviser representatives who own independent practices, supplement client service, and receive portions of the firm’s advisory fees, a relationship the firm identifies as a potential conflict of interest. IFPG also highlights procedures such as custody at Charles Schwab, quarterly reporting, and an explicit policy that it does not vote client proxies, practices that differ from many peers.
Expertise
Location
9200 Keystone Crossing, Suite 150
Indianapolis IN 46240
Advisors at this office
3
Advisors at this office
Jo Ann H
Series 63, Series 65
Indianapolis, IN
Intrepid Financial Planning Group, LLC
Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.
Julie F
Series 65
Indianapolis, IN
Intrepid Financial Planning Group, LLC
Julie Faas is a financial advisor at Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding a Series 65 designation with 23 years of industry experience. She has been with Intrepid Financial LLC since 1999. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and offers customized portfolios including mutual funds, ETFs, individual stocks and bonds, and market strategies.
Nikki W
Series 63, Series 65
Indianapolis, IN
Intrepid Financial Planning Group, LLC
Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)