Heinekamp Financial Planning & Tax Service LLC

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Client assets under management

$53,037,663

Clients

230

0% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$230,599

About

Heinekamp Financial Planning & Tax Service primarily serves individual clients and also provides services to small businesses and exempt organizations. The firm offers comprehensive financial planning, investment planning and discretionary portfolio management, retirement and estate planning, insurance analysis, and year‑round tax preparation and planning.

The firm applies classic financial‑planning models and basic asset‑allocation among stocks, bonds, and cash, taking into account a client’s age, life stage, time horizon, and risk tolerance. Advisory accounts are reviewed periodically using custodian reports and annual in‑office reviews, and the firm integrates tax analysis into its planning and implementation work.

A distinguishing feature is that the firm’s principals are also principals of an affiliated FINRA‑member broker/dealer that distributes mutual funds, annuities, and insurance products; commissions from those sales may offset certain hourly charges and the relationship is disclosed as a potential conflict of interest. The firm also provides tax preparation services through enrolled agents alongside advisory services, a blended offering that is less common among similarly sized advisory firms.

Client services

Financial planning Portfolio management Tax preparation services

Expertise

General retirement planning Income planning General tax planning Life insurance needs analysis

Occupation focus

Founder/Business Owner

Fee options

Fixed

Initial meeting and subsequent office visits: $125 each; tax preparation fees starting at $250 for individuals, $550+ for corporations, $599+ for partnerships

Percentage

0.99% annually (maximum), fees are negotiable

Commissions

Commissions earned through affiliated broker/dealer SCH Enterprises, Inc., offset hourly fees when products are purchased

Project-based

$150 per hour for financial planning, investment planning, retirement planning, estate planning, and tax research/consultation

Other

Fee-only: Hourly fees $150/hour for financial, investment, retirement, and estate planning services; $125 for initial and subsequent office visits; tax preparation fees starting at $250 for individuals

Main office location

Heinekamp Financial Planning & Tax Service LLC

690 W. Northfield Drive, Ste 100

Brownsburg IN 46112, United States

Number of offices

Most active in

Indiana

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 317-852-8184

Advisors at this firm

Steven H

CFP®, ChFC®, Series 63, Series 65

Brownsburg, IN

Heinekamp Financial Planning & Tax Service LLC

Steven Heinekamp is a CFP® and ChFC® with 32 years of industry experience. He is the principal of Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, and has worked in financial planning and tax services since 1991. He also prepares business and individual tax returns as part of his practice. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and integrates tax analysis into its planning, with periodic reviews and a focus on asset allocation tailored to clients’ life stages and risk tolerance.

General retirement planning Income planning General tax planning Life insurance needs analysis Founder/Business Owner

Michael H

CFP®, Series 63, Series 65

Brownsburg, IN

Heinekamp Financial Planning & Tax Service LLC

Michael Heinekamp is a CFP® professional with 15 years of experience in financial advising. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and is also involved with SCH Enterprises Inc. outside of his advisory work. Heinekamp Financial Planning & Tax Service primarily serves individual clients, small businesses, and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models with basic asset allocation tailored to client circumstances and integrates tax analysis into its advisory services.

General retirement planning Income planning General tax planning Life insurance needs analysis Founder/Business Owner

Daniel H

CFP®, Series 63, Series 65

Brownsburg, IN

Heinekamp Financial Planning & Tax Service LLC

Daniel Heinekamp is a CFP® professional with 13 years of industry experience. He has been with Heinekamp Financial Planning & Tax Service LLC since 2016 and also has an ongoing role at SCH Enterprises since 2012. Heinekamp Financial Planning & Tax Service primarily serves individual clients as well as small businesses and exempt organizations, offering comprehensive financial planning, investment management, retirement and estate planning, insurance analysis, and year-round tax preparation. The firm uses classic financial-planning models and basic asset allocation tailored to client-specific factors, integrating tax analysis into its advisory services.

General retirement planning Income planning General tax planning Life insurance needs analysis Founder/Business Owner

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