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John Hillman

Advisor at Strive Financial Group, LLC

Updated today
Strive Financial Group, LLC logo

Firm

Strive Financial Group, LLC

Location

Carmel, IN 46290

Credentials

Series 65

Industry experience

< 1 year

About

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation. He has been with Strive Financial Group since 2025 and has no prior industry experience before joining the firm. Outside of advisory work, he is also licensed as an insurance agent affiliated with the firm. Strive Financial Group serves individuals, corporations, and qualified retirement plans by providing discretionary asset management, ERISA plan services, and financial planning. The firm employs both quantitative and qualitative analysis to tailor portfolio management to clients’ goals and risk tolerances.

Client services

Based on Strive Financial Group, LLC

Financial planning Portfolio management

Expertise

Based on Strive Financial Group, LLC

Retirement income strategy Options & derivatives strategies

Occupation focus

Based on Strive Financial Group, LLC

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting fixed fees range from $250 to $10,000 based on complexity and client needs.

Percentage

$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 0.85% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01 - $3,000,000: 0.60% annually $3,000,000.01 - $5,000,000: 0.45% annually $5,000,000.01 - $10,000,000: 0.35% annually $10,000,000.01+: 0.20% annually

Commissions

Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance (commissions).

Subscriptions

Ongoing financial planning fixed annual fees range from $250 to $10,000, payable monthly, quarterly, or annually in advance.

Location

10201 N. Illinois Street, Suite 325

Carmel, IN 46290

Most active in

Indiana

Work history

Strive Financial Group, LLC

2025 - Present (1 year)

Strive Financial Group, LLC

2025 - Present (1 year)

Full Time Student

2015 - 2025 (10 years)

Disclosures

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

Business activities & affiliations

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Edward A

Series 65, Series 66

Westfield, IN

Argus Efficient Capital, LLC

Passive / index investing Active portfolio management

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.

General retirement planning General tax planning Inherited wealth Gen X (Born 1965-1980)
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Matthew H

Series 63, Series 65

Brownsburg, IN

Skyview Capital Management

Business exit / sale strategy Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Airline Pilot

Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Exec comp design Liquidity event planning Startup equity planning Executive Financial Professional Christian Faith Based
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Stephen H

Series 63, Series 65

Brownsburg, IN

Highsmith Financial Planning, LLC

General retirement planning Income planning General tax planning Wealth management Passive / index investing
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Corey R

Series 63, Series 65

Indianapolis, IN

C.R. Retirement Strategies, LLC

General retirement planning Wealth management Long-term care insurance Annuities
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