Advisor at Highsmith Financial Planning, LLC
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Firm
Highsmith Financial Planning, LLC
Location
Brownsburg, IN
Credentials
Series 63, Series 65
Industry experience
16 years
Stephen Highsmith is the principal of Highsmith Financial Planning, LLC in Brownsburg, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2009. Highsmith Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on retirement, tax, insurance, estate, and education planning. The firm uses a fundamental, long-term, passive investment approach with low-cost index funds and emphasizes client responsibility for initiating periodic reviews.
Based on Highsmith Financial Planning, LLC
Fixed fees based on hourly rate multiplied by estimated hours for the requested service.
$230 per hour, billed in six-minute increments.
Fee-only: Hourly fees of $230 per hour, billed in six-minute increments; fixed fees based on hourly rate times estimated hours; fees negotiable at firm's discretion.
Brownsburg, IN
Indiana
Highsmith Financial Planning, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
Series 63, Series 65
Brownsburg, IN
Skyview Capital Management
Series 63, Series 65
Indianapolis, IN
C.R. Retirement Strategies, LLC
Series 63, Series 66
Zionsville, IN
Evia Investment Advisors
CFA®, Series 66
Zionsville, IN
Two Fish Management
CFP®, Series 65
Zionsville, IN
SYCAMORE Asset Management, LLC
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