Lindsey Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,284,978
Clients
194
6% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
194
Very HighAverage account size
$120,026
About
Lindsey Wealth Management is a single-advisor independent registered investment adviser with about $23.3 million in client assets (reported as of 12/31/2025) and roughly 194 clients. The firm offers discretionary and non-discretionary portfolio management, modular financial planning and consulting, and referral arrangements to third‑party money managers, with custodial relationships generally established through Altruist.
The firm’s investment process is model-driven: its brochure describes a proprietary, rules‑based strategy called “Darwin” that combines systematic security selection, quantitative risk‑management overlays, and dynamic tactical asset allocation implemented largely through ETFs. The brochure also discloses limited, selective use of exchange‑traded options for downside risk management and multi‑day, partial execution practices to manage transaction costs and implementation risk.
Compared with many solo independent advisers, the firm reports working with a broader client mix that includes corporations/business entities, trusts and charitable organizations, and pension/profit‑sharing arrangements and the firm participates in programs that refer and receive solicitor fees from other investment advisers. The principal maintains independent insurance licensure and the firm discloses related compensation and referral arrangements as potential conflicts of interest, and the adviser’s multiple advanced professional credentials are noted in the brochure alongside the firm’s systematic, options‑aware risk focus.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Options & derivatives strategies
Factor investing / smart beta
Tax-loss harvesting
Retirement income strategy
General estate planning guidance
Fee options
Fixed fees for financial planning and consulting services ranging from $500 to $5,000
$0 - $100,000: 1.800% $100,000 - $500,000: 1.600% $500,000 - $1,000,000: 1.500% $1,000,000 - $2,500,000: 1.250% $2,500,000 - $5,000,000: 1.150% $5,000,000 - $20,000,000: 1.000% $20,000,000+: 0.750%
Insurance and annuity products commissions through independent insurance agent activities
Financial planning and consulting services at $250 per hour
Account minimum: $100,000 Fee-only: Financial planning and consulting services at $250/hour; fixed fees for planning and consulting services range from $500 to $5,000
Main office location
Lindsey Wealth Management
2801 N 6 Th St, Suite D
Vincennes IN 47591-3660, United States
Number of offices
1
Most active in
Lindsey Wealth Management has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
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 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.
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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.
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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
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