Bassett Financial Advisors

Bassett Financial Advisors (CRD# 170825) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $10,381,000 in 154 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $67,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Bassett Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Martin M. Bassett
CRD#: 4330477
5732 Coventry Lane, Fort Wayne, IN 46804
96
Wealthminder
score

Martin Bassett (CRD# 4330477) is an Investment Advisor Representative working at Bassett Financial Advisors in Fort Wayne, IN and has over 15 years of experience in the finance industry. Martin Bassett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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