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Thomas Butler

Advisor at Charter Advisory Corporation

Updated today
Charter Advisory Corporation logo

Firm

Charter Advisory Corporation

Location

Greenfield, IN 46140

Credentials

CFP®, Series 63

Industry experience

42 years

About

Thomas Butler is a CFP® with 42 years of industry experience, currently serving as an advisor at Charter Advisory Corporation since 2010. He also has a long tenure with LPL Financial and has been involved with Butler Insurance Agency, Inc. for over three decades. Outside of advising, he participates in real estate investing activities through partnerships focused on acquiring, rehabbing, and managing residential properties. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and operates a multi-advisor team structure serving both retail and high-net-worth clients.

Client services

Based on Charter Advisory Corporation

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Charter Advisory Corporation

Wealth management

Fee options

Percentage

$0+: MAS: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: OMP: up to 2.5% $0+: PWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: MWP: up to 2.95% (2.35% advisory + 0.60% manager fee) $0+: GWP: up to 1.35% (0.35% LPL program fee + up to 1.00% advisor fee) $0+: Solicitation/referral services to third party investment advisers: generally 0.75% to 3.0%, negotiable

Commissions

Associated persons may receive commissions for securities and insurance sales separately from advisory fees

Project-based

Financial planning hourly rates from $45 to $300; isolated transaction advice $125 to $300 per hour after minimum fee

Other

Minimum fee: Financial planning fees require a deposit up to $1,200; investment advice on isolated transactions has a minimum fee of $325 Fee-only: Financial planning fees based on complexity and hourly rates ranging from $45 to $300; isolated transaction advice hourly fees $125-$300 after minimum $325 fee

Location

904 North State Street

Greenfield, IN 46140

Most active in

Indiana

Work history

Charter Advisory Corporation

2010 - Present (16 years)

LPL Financial

2009 - Present (17 years)

Butler Ins. Agency, Inc.

1996 - Present (30 years)

Disclosures

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

Business activities & affiliations

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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Justin C

CFP®, Series 63, Series 65

Fishers, IN

Santiago.Life

ESG / Sustainable investing
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Charles S

CFP®, Series 65

Fishers, IN

Prospero Financial Planning, LLC

Wealth management
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Scott D

Series 63, Series 65

Fishers, IN

Human Capital Wealth Management

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

Series 63, Series 66

Greenfield, IN

Lion Quest LLC

Options & derivatives strategies Real estate investing Annuities

Zach G

CFP®, CPA

Fishers, IN

Gentry Financial

We combine years of education, experience, and partnership with experts in their respective fields, to provide a comprehensive, ongoing wealth management experience. With so much to consider with one’s finances, we serve as a personal CFO - teaching you what you need to know and helping you implement the advice. Primary services include cash flow planning, tax planning, retirement planning, estate planning, insurance planning, education planning, charitable planning, and investment management. In addition to the more technical and quantifiable benefits of working with Gentry Financial, clients also experience accountability, objectivity, clarity, confidence, and the peace of mind that comes with knowing a professional understands their situation inside and out. Zach was drawn to the profession because of his love for people and affinity for numbers. As a CPA, he loves to dive into each client's nuanced situation to uncover opportunities to reduce taxes and optimize growth. He also recognizes and appreciates the immense trust placed in him by his clients and cherishes the depth of these relationships. Zach and his wife love serving in their local church and playing pickleball, golf, and almost any other game with their family and friends. Visit our website to learn more or contact us to schedule a free consultation.

General retirement planning Retirement income strategy Wealth management Active portfolio management General tax planning Founder/Business Owner
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