BOOKENDS FINANCIAL PLANNING
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 305301
- Registered since
- January 2, 2020
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI61.6%
- Individuals38.34%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bookends Financial Planning is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional relationships and combines traditional wealth management with insurance brokerage. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, investor education through publications and seminars, and fee arrangements that include percentage-of-AUM, hourly, fixed-fee, commission-based, and other structures. Bookends identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities23%
- Other4%
- Cash & Cash Equivalents3%
- Derivatives1%
Owners & executives
2 of 2SARAH BOSTON
CEO and Financial PlannerCRD 4381138
HEIDI HARGIS
Chief Compliance OfficerCRD 4620288
Contacts
3 of 5Jack Boston
Financial Planning InternCRD 8065811
Tanner Boston
Portfolio Management AssociateCRD 7698226
ROBERT WETZEL
OwnerCRD 4329415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$227M in ETFs
71%
$161M
27%
$65.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $23.6M | 55,455 | 10.41% |
Location
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 7320 US 31
- Time zone
- ET (UTC-5)
- Office locations
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