The Other 90 Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,745,440
Clients
18
28% 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
18
LowAverage account size
$819,191
About
The Other 90 Financial provides investment management and financial planning services to individual and high‑net‑worth clients, offering both ongoing and project-based planning engagements alongside continuous portfolio supervision. Its services cover direct portfolio management of stocks, bonds, mutual funds and ETFs, monitoring of held‑away accounts (such as 401(k)s and 529s), and referrals to third‑party professionals or sub‑advisors when appropriate.
The firm implements a blend of portfolio-level approaches — including modern portfolio theory, fundamental and technical analysis, and mutual fund/ETF evaluation — and may use discretionary sub‑advisors or model portfolios to execute strategies. Clients can request reasonable investment restrictions and the firm operates as a fiduciary; it also offers values‑aligned options, including Biblically Responsible Investing and other faith‑ or values‑based screening, when requested.
Noteworthy distinctions include an explicit focus on faith‑based advisory capability (the principal holds both CFP and faith‑based advisor credentials) and the provision of services not always found at peers, such as paraplanning support to other registered advisers and active oversight of held‑away accounts. The firm uses institutional custody and model‑marketplace platforms (for example, Schwab and Altruist) to access third‑party models and operational tools, which can shape how investment strategies are implemented.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Values-based investing
Fee options
Project-Based Financial Planning fixed fees range from $3,600 to $36,000; Combined Investment Management and Financial Planning Services flat fee $3,600 - $9,500 annually; Ongoing Financial Planning fixed fee $100 - $3,000 per month
Project-Based Financial Planning hourly rate: $350 per hour
Ongoing Financial Planning fees paid monthly in advance, range $100 - $3,000 per month
Minimum fee: Combined Investment Management and Financial Planning Services: $3,600 - $9,500 annually Fee-only: Financial planning services are fee-only; no commissions or sales-related compensation received
Main office location
The Other 90 Financial, LLC
Mount Vernon IN, United States
Number of offices
1
Most active in
The Other 90 Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · 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:
-
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.
-
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.
-
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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YouTube
Website
812-706-2929
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