Fi3 Financial Advisors, LLC

Fi3 Financial Advisors, LLC (CRD# 168005) is a financial advisory firm headquartered in Indianapolis, IN. They manage $58,330,796 in 226 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $258,101
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

GA, IN

Financial Advisors at Fi3 Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ivan D. Hoffman
CRD#: 4596655
10401 N. Meridian Street, Suite 205, Indianapolis, IN 46290
96
Wealthminder
score

Ivan Hoffman (CRD# 4596655) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry. Ivan Hoffman 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.

2
Matthew J. Simpson
CRD#: 4660424
10401 N. Meridian Street, Suite 205, Indianapolis, IN 46290
93
Wealthminder
score

Matthew Simpson (CRD# 4660424) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

3
Samuel D. Muse
CRD#: 6506557
10401 N. Meridian Street, Suite 205, Indianapolis, IN 46290
87
Wealthminder
score

Samuel Muse (CRD# 6506557) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

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