Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$288,955,121
Total clients
503
14% high-net worth
Total advisors
6
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
84
Average account size
$574,463
Bookends Financial Planning serves individual (including high‑net‑worth) clients, retirement plans and corporate clients, managing roughly $288 million for about 500 clients through a six‑person advisory team. The firm offers discretionary and non‑discretionary portfolio management, written financial planning reports, and access to wrap fee and separately managed account programs.
Investment advice combines asset allocation with fundamental, technical, quantitative and qualitative analysis, and portfolios commonly include mutual funds, ETFs, individual equities, fixed income and structured investments. Bookends implements strategies on a discretionary basis with periodic reviews (at least annually), uses third‑party sub‑advisors and custodial program platforms, and may employ options strategies and customized model allocations when appropriate.
Noteworthy differences from many peers include operating out of five offices and publishing periodicals (newsletters, blogs, podcasts) while also offering recurring educational workshops and seminars at no charge to advisory clients. The firm’s personnel are licensed to sell insurance and may receive commissions for insurance products; Bookends discloses that potential conflicts from those commissions are managed under its fiduciary policies and procedures.
Fixed financial planning fees typically range from $500 to $5,000 depending on client circumstances.
$0 - $1,999,999.99: 1.3% $2,000,000 - $9,999,999.99: 1.0% $10,000,000+: 0.75%
Commissions may be received from insurance product sales by licensed agents associated with the firm.
Hourly financial planning fee of $250 per hour.
Fee-only: Financial planning fees typically range from $500 to $5,000 fixed fee or $250 per hour.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Bookends Financial Planning
7320 Us 31 S
Indianapolis IN 46227, United States
Number of offices
5
Series 65
Smithfield, KY
Bookends Financial Planning
Series 65
Indianapolis, IN
Bookends Financial Planning
Series 66
Indianapolis, IN
Bookends Financial Planning
Series 66
St. Petersburg, FL
Bookends Financial Planning
Series 65
Indianapolis, IN
Bookends Financial Planning
Series 66
Rixeyville, VA
Bookends Financial Planning
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