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Pampel & Associates, Inc.

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Client assets under management

$92,846,807

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Clients

255

13% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

128

Very High

Average account size

$364,105

About

Pampel & Associates serves individuals (both high‑net‑worth and non‑HNW), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management, financial planning and consulting, and provides advisory services to employee benefit plans including plan‑level advice and participant education.

Portfolios are customized following an initial discovery process and investor questionnaires, with ongoing reviews and rebalancing on a discretionary basis. The firm employs a mix of fundamental, technical and cyclical analysis and may use long‑term purchase strategies and covered‑call options; it notes tax efficiency is not its primary focus and recommends clients consult tax professionals.

A distinctive feature is the firm’s small, two‑advisor team managing roughly $105 million for about 255 clients while placing a clear emphasis on education — offering no‑charge public seminars and workshops as well as participant enrollment meetings and plan‑specific educational sessions. The firm also provides ancillary services such as tax preparation, bookkeeping and business administration consulting, and its advisers hold insurance licenses and may receive separate commission compensation for insurance products.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $750,000: 0.75% $750,000 - $1,500,000: 0.70% $1,500,001 - $3,000,000: 0.65% Over $3,000,000+: 0.55%

Commissions

Commission-based compensation earned separately by licensed insurance agents affiliated with the firm for selling insurance products

Project-based

Up to $100 per hour, negotiable depending on complexity and scope

Other

Account minimum: No minimum account size; however, there is a minimum annual fee of $20 Minimum fee: Minimum annual fee of $20 applies, on a household level rather than individual account

Main office location

Pampel & Associates, Inc.

101 S. Main Street

Monticello IN 47960-4503, United States

Number of offices

1

Most active in

More info

California · Indiana · Michigan · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 574-583-7333

Advisors at this firm

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user avatar

Eric P

Series 65, Series 66

Monticello, IN

Pampel & Associates, Inc.

Eric Pampel is a financial advisor with Pampel & Associates, Inc. in Monticello, IN, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Pampel & Associates since 2000 and has also worked at Pampel Securities, Inc. since 1998. In addition to his advisory role, he is an independent insurance agent. Pampel & Associates serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
user avatar

Austin W

Series 65

Monticello, IN

Pampel & Associates, Inc.

Austin Woolley is a financial advisor at Pampel & Associates, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at AuthenticX and Regions Bank. Pampel & Associates serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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