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Bedel Financial Consulting Inc

Updated today

Client assets under management

$2,862,351,973

Clients

1,162

64% high-net worth

Advisors

19

of 28 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$2,463,298

About

Bedel Financial Consulting provides customized portfolio management and financial planning to private individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. The firm serves both non‑HNW and high‑net‑worth individual clients and typically charges percentage‑of‑assets‑under‑management advisory fees while integrating financial planning into its wealth management relationships.

The firm’s investment process draws on fundamental, technical, and quantitative analysis and implements a broad set of strategies—including long and short positions, options, margin, structured notes, and access to private placements and hedge funds. Most client assets are managed on a discretionary basis (roughly $2.9 billion reported), accounts are reviewed quarterly, and clients receive custodial statements in addition to adviser reports.

Several operational features described in the brochure distinguish Bedel from many peers: it discloses use of client testimonials in advertising and notes circumstances that lead it to be deemed to have custody (possession of client login credentials, occasional possession of client checks, and situations where employees act as trustees due to family or personal relationships). Those custody arrangements bring additional oversight requirements — including an independent surprise examination by a PCAOB‑registered accountant — and the firm’s documented ability to advise on an unusually wide range of investment types is another notable characteristic.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Charitable giving tax strategies

Occupation focus

Founder/Business Owner Retired Executive

Fee options

Fixed

Financial planning fixed fees typically range between $1,000 and $2,500, negotiated per client

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.55% annually $5,000,000 - $10,000,000: 0.35% annually $10,000,000+: 0.25% annually

Subscriptions

Ongoing financial planning services charged via an annual retainer fee, billed quarterly

Other

Minimum fee: Minimum annual fee of $5,000 depending on the nature of services and client situation; fees/minimums are negotiable and may be waived or adjusted Fee-only: Fee-only advisory firm, no commissions charged

Main office location

Bedel Financial Consulting Inc

8940 River Crossing Blvd., Suite 120

Indianapolis IN 46240, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Anthony H

Series 63, Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Mathew R

CFP®, Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Evan B

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Nicholas R

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Ryan C

Series 63, Series 65, Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Catherine S

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Meredith C

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

David C

CFA®, Series 63

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Kathryn H

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Sarah M

CFP®, Series 63, Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Olivia M

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Jonathan K

CFA®, Series 66

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Elaine K

CFP®

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Collin K

Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Austin S

Series 63, Series 65

Indianapolis, IN

Bedel Financial Consulting Inc

Equity compensation tax strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
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