Park + Elm Investment Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,430,425
Clients
260
Advisors
3
of 3 employees
About
Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households (including high-net-worth clients) and plan sponsors, and also offers participant-level investment advice and administrative support for retirement plans.
Investment decisions are guided by a risk-assessment tool and five model portfolios (Capital Preservation, Conservative, Growth, Aggressive Growth, Equity), with ongoing monitoring, rebalancing, and a long-term, asset-class approach grounded in Modern Portfolio Theory. Implementation typically uses institutional mutual funds—primarily Dimensional Fund Advisors’ funds—and sometimes programs through American Funds, and the firm can incorporate held-away accounts into its holistic reporting and oversight.
Park + Elm is affiliated with an insurance brokerage and an affiliated insurance services LLC, and some advisers are licensed to sell insurance; the brochure discloses these outside activities (which the firm says can occupy up to about 20% of an adviser’s time) and notes the resulting conflict of interest is monitored and disclosed. The firm also operates a supervised network of Investment Adviser Representatives who may use DBA names and provides ERISA-related fiduciary and consulting services, with plan assets under advisement reported separately.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.60%
$250 per hour for financial planning and retirement plan services
Fee-only: Hourly fee of $250 per hour for financial planning with a minimum of 5 hours; negotiable fixed fees based on $250/hr for retirement plan services; hourly fees at $250/hr for retirement plan services
Main office
571 Monon Blvd., Suite 200
Carmel IN 46032
Advisors at this office
3
Most active in
Indiana · Ohio · Washington
Also doing business as
Hieser Webb Capital Management · Hieser Webb Capital Management, Inc. · Hieser Webb Capital Management, LLC · Park + Elm Investment Advisers · Park + Elm Investment Advisers, LLC Dba Clearpoint Financial Partners · Park And Elm Investment Advisers · Park And Elm Investment Advisers LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Kevin W
Series 65
Carmel, IN
Park + Elm Investment Advisers
Kevin Ward is a Series 65 licensed financial advisor with Park + Elm Investment Advisers in Carmel, Indiana, bringing 10 years of industry experience. He has been with Park + Elm Investment Advisers LLC since 2016. In addition to his advisory role, he is a licensed insurance agent and owns Park + Elm Insurance Services, through which he occasionally offers commissionable insurance products. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients, including high-net-worth households, and plan sponsors. The firm employs a risk-assessment tool and five model portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds for implementation.
Jason C
Series 65
Carmel, IN
Park + Elm Investment Advisers
Jason Comer is a financial advisor at Park + Elm Investment Advisers in Carmel, IN, holding a Series 65 designation with 15 years of industry experience. He has worked at Hieser Webb Capital Management since 2010. Outside of advising, Comer manages contractors on residential real estate rehabilitation projects. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals and employer-sponsored plans. The firm uses a risk-assessment tool and model portfolios grounded in Modern Portfolio Theory, primarily implementing strategies with institutional mutual funds.
Kara H
Series 65
Carmel, IN
Park + Elm Investment Advisers
Kara Hieser is a financial advisor at Park + Elm Investment Advisers with 20 years of industry experience. She holds a Series 65 credential and has worked at Webb Financial Advisors since 2003. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households, including high-net-worth clients, and plan sponsors, using a risk-assessment tool and five model portfolios to guide investment decisions with a long-term, asset-class approach.
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