Hoosier Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,000,000
Clients
67
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$328,358
About
Hoosier Financial Planning serves individual investors (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities with financial planning, consulting and portfolio management services. Financial planning and consulting are offered as standalone engagements, while asset management and comprehensive portfolio management are provided through the firm’s wrap fee program.
The firm acts as a fiduciary and frames advice around each client’s objectives, risk tolerance and time horizon, offering discretionary management when authorized. Investment decisions draw on a wide set of analysis methods — including fundamental, quantitative, technical and sector analysis — and employ asset allocation approaches (strategic, dynamic, tactical or core‑satellite), fixed‑income strategies, and both long‑ and short‑term trading tactics.
What is distinctive is that the firm sponsors a wrap fee program and limits its asset management services to wrapped accounts, a structure that is uncommon among independent advisers. The firm also recommends a single custodian for execution and receives custodial support services, and maintains a service model in which one‑time written financial plans do not automatically include ongoing reviews unless the client elects additional engagement.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Up to $1,000
Up to $250 per hour
Fee-only: Hourly fees up to $250/hour; Flat fees up to $1,000
Main office location
Hoosier Financial Planning, LLC
Indianapolis IN, United States
Number of offices
1
Most active in
Hoosier Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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