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Indfin LLC

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Client assets under management

$128,376,327

Clients

55

67% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

55

High

Average account size

$2,334,115

About

The firm provides discretionary and non‑discretionary investment management, comprehensive financial planning, and as‑needed advisory consulting to individuals, high‑net‑worth individuals and corporate clients, and serves as a fiduciary when advising retirement plan accounts and IRAs. It manages ongoing client relationships and reporting for a small client base of about 55 accounts with roughly $128 million in reported assets under management.

Investment portfolios are constructed around target asset allocations and implemented with individual stocks and bonds, ETFs and mutual funds as appropriate, with periodic rebalancing and stop‑loss orders used to manage risk. The firm uses research tools such as Morningstar Advisor Workstation and Quantum Online and, unusually for similarly sized independent advisers, discloses the use of borrowing and derivative instruments within separately managed accounts.

The brochure notes two uncommon affiliations: the firm has a relationship with a municipal advisory business and a principal is also a licensed insurance agent, both of which the firm discloses and says could present conflicts of interest. The practice is a solo‑advisor model that does not sponsor wrap fee programs and relies on third‑party custodians for account custody and client statements.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting Debt management General estate planning guidance Social Security optimization Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat annual fee for unlimited as-needed advisory consulting services (arranged and agreed upon case-by-case).

Percentage

$0 - $100,000: 1.00% $100,001 - $500,000: 0.65% $500,001 - $1,000,000: 0.40% $1,000,001+: 0.20%

Project-based

$250 per hour for as-needed advisory consulting services.

Other

Account minimum: IndFin LLC does not have an account minimum. However, they may decline to accept clients with smaller portfolios. Fee-only: Financial planning fees range from $1,000 to $6,000 flat rate based on complexity.

Main office location

Indfin LLC

South Orange NJ, United States

Number of offices

1

Most active in

Florida · New Jersey · Texas

Disclosures

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

Business activities & affiliations

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