Howell Financial Advisors, Inc.

Howell Financial Advisors, Inc. (CRD# 132935) is a financial advisory firm headquartered in Carmel, IN. They manage $42,200,000 in 201 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $209,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

IN, TX

Financial Advisors at Howell Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William M. Howell
CRD#: 4583946
176 W. Logan Street #223, Noblesville, IN 46060
90
Wealthminder
score

William Howell (CRD# 4583946) is an Investment Advisor Representative working at Howell Financial Advisors, Inc. in Noblesville, IN and has 1 year of experience in the finance industry. William Howell 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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