Advisor at Bassett Financial Advisors
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Firm
Bassett Financial Advisors
Location
Fort Wayne, IN 46804
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.
1.75% annually flat fee for asset management
$150 per hour for financial planning, fees negotiable
5732 Coventry Lane
Fort Wayne, IN 46804
Indiana
Bassett and Associates Retirement Planning Services, Inc.
2014 - Present (12 years)
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Real estate agent
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Other specialized services
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CFP®, Series 63
Fort Wayne, IN
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