Jared Defore
Advisor at Onward Fi, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Onward Fi, LLC
Location
Plainfield, IN
Credentials
CFP®, PFS™, Series 65
Industry experience
11 years
About
Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.
Expertise
Based on Onward Fi, LLC
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Passive / index investing
Fee options
$0 - $150,000: $1,500 (flat annual fee) $150,001 - $550,000: 1.00% $550,001+: $5,500 (flat annual fee)
Minimum fee: $1,500 per year minimum fee
Location
Plainfield, IN
Most active in
Jared D has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Onward Fi, LLC
2023 - Present (3 years)
Market Street Wealth Management Advisors, LLC
2014 - 2023 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Sam W
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.
Matthew H
Series 63, Series 65
Brownsburg, IN
Skyview Capital Management
Stephen H
Series 63, Series 65
Brownsburg, IN
Highsmith Financial Planning, LLC
Corey R
Series 63, Series 65
Indianapolis, IN
C.R. Retirement Strategies, LLC
Dustin H
Series 65
Plainfield, IN
SunRift Capital Partners LLC
John A
CFP®, Series 66
Plainfield, IN
AFP Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")