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How does the advisor help clients – Key Takeaways:
Indie Financial Planning is a financial firm dedicated to helping clients create a secure financial future. With years of experience, the team at Indie Financial Planning offers expert advice and personalized solutions to meet the unique needs of each client. The following are key takeaways on how the firm helps clients:
- Provides professional financial expertise without stating it
- Offers personalized solutions to meet individual needs
- Has years of experience with proven success
- Dedicated to helping clients create a secure financial future
Facts and Insights:
Indie Financial Planning has been in the financial industry for over 10 years and has helped numerous clients achieve financial stability. The firm is dedicated to providing insightful and comprehensive financial planning services to help clients reach their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year in Business | Assets Under Management | Number of Advisors |
|---|---|---|
| 10+ | $50 million+ | 5+ |
Financial Services Offered:
Indie Financial Planning offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types:
Indie Financial Planning serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Professionals
Fees & Compensation:
Indie Financial Planning believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, ensuring that the client’s best interests are always a top priority. The fee structure is as follows:
| Assets Under Management | Percentage Fee |
|---|---|
| $0 – $500,000 | 1.25% |
| $500,000 – $1 million | 1.00% |
| $1 million+ | 0.75% |
Background:
The team at Indie Financial Planning is made up of experienced and knowledgeable financial professionals who are dedicated to helping clients achieve financial success. The firm is committed to providing unbiased and personalized financial advice to help clients reach their goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Indie Financial Planning is committed to adhering to all required disclosures and regulations. The firm has no disclosures to report and has a clean record with regulatory bodies.