Highsmith Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
80
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
80
Average account size
$0
About
Highsmith Financial Planning, LLC provides fee-only, hourly, as-needed financial planning and investment advice to individual clients. Services span retirement, tax, insurance, estate and education planning as well as asset allocation and investment selection advice.
The firm’s process begins with fact-finding and goal-setting meetings, followed by analysis and a written presentation of observations and recommendations; engagements generally conclude upon delivery and clients may re-engage as needed. For investment advice the firm favors a fundamental, long-term, passive buy-and-hold approach using primarily low-cost, no-load index investments and recommends periodic rebalancing.
Distinctive features include compensating the firm on an hourly, fee-only basis rather than charging percentage-of-assets-under-management and not accepting commissions or third‑party payments. The firm does not provide ongoing discretionary portfolio management or custody of client assets, places responsibility on clients to initiate periodic reviews, and is led by a principal who holds the CFP® designation and has prior senior finance and operations experience in the industry.
Client services
Expertise
Fee options
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.
Main office location
Highsmith Financial Planning, LLC
Brownsburg IN, United States
Number of offices
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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