Market Street Wealth Management Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$760,510,655
Clients
422
Advisors
7
across 2 offices
About
Market Street Wealth Management Advisors serves individual and institutional clients, including high‑net‑worth individuals, businesses, foundations, charitable organizations and retirement plans. The firm offers discretionary investment management, financial planning and retirement‑plan consulting, plus a Foundations program for smaller accounts.
The firm implements asset‑allocation and portfolio management primarily through mutual funds and ETFs and integrates financial planning into its wealth management engagements while monitoring and rebalancing accounts on a regular basis. Market Street also uses third‑party sub‑advisors and services — including an outsourced CIO, Vanguard Personalized Indexing, Dimensional funds, independent managers and the option to allocate to specialist strategies such as a long/short equity sleeve — as part of its implementation toolkit.
Several practices noted in the brochure are less common among peers: Market Street documents referral/solicitor arrangements and related disclosures, relies on third‑party platforms for held‑away account management and reporting (Pontera and ByAllAccounts), and accepts custodial/vendor support services that may provide non‑monetary benefits to the firm. The brochure also explicitly addresses the use of margin and pledged‑asset loans in certain strategies and describes an AI policy and cybersecurity controls, all of which the firm frames as potential conflicts or operational considerations for prospective clients.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fees are fixed fees determined based on service complexity; up to $1,200 payable in advance, with balance due upon plan completion.
$0 - $500,000: 1.30% annually (Wealth Management and Foundations) $500,000 - $1,000,000: 0.80% annually (Wealth Management and Foundations) $1,000,000 - $5,000,000: 0.65% annually (Wealth Management and Foundations) $5,000,000 - $10,000,000: 0.45% annually (Wealth Management and Foundations) $10,000,000 - $25,000,000: 0.35% annually (Wealth Management and Foundations) $25,000,000 - Negotiable: Negotiable (Wealth Management and Foundations) $0 - $500,000: 0.91% annually (Investment Management without Planning - Standalone) $500,000 - $1,000,000: 0.56% annually (Investment Management without Planning - Standalone) $1,000,000 - $5,000,000: 0.45% annually (Investment Management without Planning - Standalone) $5,000,000 - $10,000,000: 0.32% annually (Investment Management without Planning - Standalone) $10,000,000 - $25,000,000: 0.25% annually (Investment Management without Planning - Standalone) $25,000,000 - Negotiable: Negotiable (Investment Management without Planning - Standalone) $0 - $1,000,000: 0.75% annually (ERISA Plans and Retirement Plan Consulting) $1,000,000 - $2,000,000: 0.50% annually (ERISA Plans and Retirement Plan Consulting) $2,000,000+: 0.25% annually (ERISA Plans and Retirement Plan Consulting)
Account minimum: $250,000 for Foundations program (clients with less than $250,000 can use Foundations); $500,000 for Wealth Management; $395,604 for Investment Management without Planning (standalone); $333,333 for Retirement Plan Consulting clients. Minimums may be waivable and grandfathered for legacy clients. Minimum fee: Wealth Management: Minimum quarterly fee of $1,625 ($6,500 annually); Investment Management without Planning: Minimum quarterly fee of $900; Foundations: Minimum $4,000 annual advisory fee; Retirement Plan Consulting: Minimum annual fee of $2,500. Fee-only: Advisory fees are fee-only with no commissions charged.
Main office
See office3105 E 98th Street, Suite 170
Indianapolis IN 46280
Advisors at this office
6
Offices (2)
Most active in
Arizona · California · Florida · Georgia · Illinois · Indiana · Kentucky · Michigan · Ohio · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Aaron W
CFP®
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Aaron Williams is a CFP® professional with nine years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He is based in Indianapolis, IN. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm focuses on discretionary investment management, financial planning, and retirement-plan consulting, utilizing an asset-allocation approach with mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its portfolio management process.
Kyle T
CFP®, Series 65
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Kyle Thompson is a CFP® with 15 years of industry experience and has been with Market Street Wealth Management Advisors, LLC since 2015. Prior to that, he worked at Veros Partners, Inc. from 2010 to 2015. He is also a trustee of the Indy SH Revocable Living Trust. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, using a range of approaches such as mutual funds, ETFs, third-party sub-advisors, and specialist strategies.
Austin A
CFP®
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Austin Angel is a CFP® professional with six years of experience in financial advising. He has worked at Market Street Wealth Management Advisors, LLC since 2018, including time as part of a seven-advisor team. Prior to that, he was employed at Indiana State University for four years. Market Street Wealth Management Advisors serves individual and institutional clients, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, third-party sub-advisors, and specialist strategies, while integrating financial planning and regular account monitoring.
Katie F
CFP®
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Katie Fischer is a CFP® professional with 12 years of experience in financial advising. She has been with Market Street Wealth Management Advisors, LLC since 2013, working in their Indianapolis office. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies in its portfolio management.
Patrick R
Series 65
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Patrick Roberts is a financial advisor with Market Street Wealth Management Advisors, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015 and previously worked at Veros Partners, Inc. from 2014 to 2015. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, third-party sub-advisors, and specialist strategies as part of its investment approach.
Jessica B
CFP®
Crawfordsville, IN
Market Street Wealth Management Advisors, LLC
Jessica Bokhart is a CFP® professional at Market Street Wealth Management Advisors, LLC with 12 years of industry experience. She has been with Market Street since 2006, totaling 20 years at the firm. Bokhart serves as Treasurer for the Board of Directors of the Montgomery County Carnegie Museum and holds leadership roles on the Montgomery County Community Foundation and Crawfordsville Electric Light & Power boards. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, and third-party sub-advisors to implement diversified strategies.
Adriane K
Series 65, Series 66
Indianapolis, IN
Market Street Wealth Management Advisors, LLC
Adriane Kulczar is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, holding Series 65 and Series 66 designations with three years of industry experience. Her prior experience includes roles at LPL Financial, CX Institutional, and PNC Bank. Market Street Wealth Management Advisors serves individual and institutional clients, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm utilizes a diversified investment approach incorporating mutual funds, ETFs, third-party sub-advisors, and specialist strategies, with regular account monitoring and rebalancing.
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