Advisor at Gunnell Financial Planning
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Firm
Gunnell Financial Planning
Location
Plainfield, IN 46168
Credentials
Series 63, Series 65
Industry experience
31 years
Edward Gunnell is the principal of Gunnell Financial Planning in Plainfield, Indiana, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBC Wealth Management and Cetera Advisors LLC. Outside of financial advising, he serves on the board of directors for Harper Brown Capital and works as a youth soccer referee. Gunnell Financial Planning provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and corporations. The firm emphasizes asset allocation using diversified portfolios of no-load mutual funds and ETFs, offering fee-only advice alongside tax and insurance-related services.
Based on Gunnell Financial Planning
Based on Gunnell Financial Planning
Flat fees for financial plans and other services, e.g., $475 for New Business Owner Services upfront, $475 for New Job Changer Planning Services one time fee
<$1,000,000 - $1,000,000: 1.2% $1,000,000 - $2,000,000: 1.0% $2,000,000 - $5,000,000: 0.75% >$5,000,000+: 0.5%
$150 per hour for financial planning and general consulting services
New Business Owner ongoing monthly fee billed via ACH (amount not specified)
Minimum fee: $300 minimum quarterly fee for ongoing asset management services Fee-only: Financial planning fees: $150 per hour; flat fees ranging from $500 to $5,000 depending on complexity; typical W-2 income earner plan $1,500; business owners $2,500-$5,000; $500 billed in advance with balance upon delivery
3928 Clarks Creek Rd
Plainfield, IN 46168
Indiana
HBC Wealth Management
2020 - Present (6 years)
Gunnell Financial
2016 - Present (10 years)
Cetera Advisors LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
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