Bookends Financial Planning
Bookends Financial Planning (CRD# 305301) is a financial advisory firm headquartered in Indianapolis, IN. They manage $254,062,036 in 1,803 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management254MILLION
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Total Number of Accounts1,803ACCOUNTS
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Average Account Value$140,911
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, IN, KY, OH, TN, TX, VA, WV
Sarah Boston (CRD# 4381138) is an Investment Advisor Representative working at Bookends Financial Planning in Indianapolis, IN and has over 21 years of experience in the finance industry.
Kerst Ter Weele (CRD# 4625981) is an Investment Advisor Representative working at Bookends Financial Planning in Rixeyville, VA and has over 21 years of experience in the finance industry.
Robert Wetzel (CRD# 4329415) is an Investment Advisor Representative working at Bookends Financial Planning in Wheeling, WV and has over 23 years of experience in the finance industry.