Indie Financial Planning
Indie Financial Planning (CRD# 281529) is a financial advisory firm headquartered in , . They manage $4,758,063 in 48 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Indie Financial Planning
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts48ACCOUNTS
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Average Account Value$99,126
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL
Financial Advisors at Indie Financial Planning
1
Leslie Ransom (CRD# 6433762) is an Investment Advisor Representative working at Indie Financial Planning in Chicago, IL and has 1 year of experience in the finance industry.
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