On Target Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,798,503
Clients
34
50% 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
34
TypicalAverage account size
$817,603
About
On Target Wealth Partners is an independent, fee-only registered investment adviser that provides investment supervisory services, advice on employer-sponsored retirement accounts (such as 401(k)s), and supplementary financial planning to individuals and families, including some high-net-worth clients. Services are tailored to each client’s stated objectives, risk tolerance, and any investment restrictions they wish to impose.
The firm constructs diversified portfolios using primarily low-cost mutual funds and ETFs across multiple asset classes, applying fundamental analysis and an asset-allocation framework while considering tax efficiency as one factor. All assets under management (approximately $27.8 million as of December 31, 2025) are managed on a non-discretionary basis, so the advisor seeks client approval before implementing recommendations and conducts regular, typically quarterly, reviews.
OTWP’s predominately non-discretionary model is atypical among independent advisers, where discretionary authority is far more common, and it leaves clients responsible for final trading decisions and proxy voting. The firm operates without third‑party affiliations or commission-based compensation, does not take custody of client assets aside from fee deduction with client authorization, and may use third‑party platforms to provide advice on held‑away accounts.
Client services
Financial planning
Portfolio management
Expertise
Retirement plans for business owners (SEP, solo 401k)
Equity Recipients (RS/RSU, SOP, ESPP)
College savings (529s, UTMA, etc.)
Fee options
$0 - $750,000: 0.95% annually $750,000 - $1,500,000: 0.75% annually $1,500,000 - $3,000,000: 0.50% annually $3,000,000+: 0.35% annually
Fee-only: Fee-only advisor, no commissions or product sales compensation
Main office location
On Target Wealth Partners, LLC
151 Water Street
Greenwood IN 46143, United States
Number of offices
1
Most active in
On Target Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · 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
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