Treybourne Wealth Planners

Treybourne Wealth Planners (CRD# 122730) is a financial advisory firm headquartered in Greenwood, IN. They manage $208,347,758 in 251 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $830,071
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

FL, IN, TX

Financial Advisors at Treybourne Wealth Planners
Showing 1 - 3 of 3 top financial advisors.
1
Martin J. Armbruster
CRD#: 1068568
609 Treybourne Drive, Suite A, Greenwood, IN 46142
101
Wealthminder
score
Martin Armbruster (CRD# 1068568) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has over 33 years of experience in the finance industry. Martin Armbruster 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Stephanie L. Willison
CRD#: 4619809
609 Treybourne Dr. Suite A, Greenwood, IN 46142
96
Wealthminder
score

Stephanie Willison (CRD# 4619809) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has over 16 years of experience in the finance industry. Stephanie Willison 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.

3
Jessica L. Beaman
CRD#: 6635624
609 Treybourne Dr. Suite A, Greenwood, IN 46142
87
Wealthminder
score

Jessica Beaman (CRD# 6635624) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has 1 year of experience in the finance industry.

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