Hoosier Financial Planning, LLC

Overview

Hoosier Financial Planning, LLC is an independent RIA formed as a limited liability company and SEC-registered since 2019. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a client base made up primarily of individuals and families. It offers a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — and operates under an individual owner structure rather than as a multi-adviser or capital-allocating platform. Hoosier Financial Planning does not position itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant. Investment activity centers on equity exposure, with the firm showing a clear preference for exchange-traded equities as the dominant asset type in client portfolios. At the same time, the adviser uses third-party managers to gain access to a range of alternative strategies when appropriate for client objectives. Services emphasize personalized planning and discretionary portfolio management for clients seeking tailored wealth solutions rather than institutional advisory mandates.

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Location & Offices