PLC Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑only investment management and financial planning to individuals and high‑net‑worth individuals, offering both ongoing and project‑based planning engagements. Services include portfolio management, retirement and tax‑aware planning, business planning and estate review, and access to outside managers and model‑based portfolios.
Portfolio construction is grounded in Modern Portfolio Theory and combines passive and active strategies, with a long‑term focus and the use of mutual funds, ETFs and individual securities. The firm may delegate day‑to‑day implementation to third‑party managers and model platforms while maintaining discretion over model selection and monitoring, and it accommodates reasonable, written client restrictions.
Compared with many peers, the firm is newly formed and has not yet established assets under management, operates with a formal compliance structure rather than as a solo practitioner, and requires clients to custody assets at a single institutional custodian. It also does not aggregate or block client trades and includes a planning fee waiver for clients above a specified managed‑asset threshold, features that are uncommon among similarly sized independent advisers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Customized
Fee-only: Fixed fees for financial planning: Ongoing Financial Planning $250 to $450/month (waived if >$300,000 managed assets), Project-Based Financial Planning $2,500 to $4,000 per project
Main office
Jeffersonville IN
Advisors at this office
1
Most active in
Indiana
Also doing business as
Plc Wealth Partners · Plc Wealth Partners 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 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.
Forms ADV
Quick links
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