Indie Financial Planning

Overview

Indie Financial Planning is a small, independent RIA organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small business owners. The firm operates on a fee model that includes a percentage of assets under management as well as hourly and fixed-fee engagements, and it provides discretionary portfolio management for its clients. Investment activity tilts toward liquid, publicly traded pooled vehicles—primarily mutual funds—rather than direct alternative placements or proprietary products. The adviser is not registered as a multi-state adviser, does not describe itself as an active ESG investor, and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices