# FI3 FINANCIAL ADVISORS, LLC

FI3 FINANCIAL ADVISORS, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 168005
- Type: SEC-registered investment adviser
- SEC file number: 801-113218
- Location: 8900 KEYSTONE CROSSING, SUITE 225, INDIANAPOLIS, IN, 46240
- Phone: 317-426-8800
- Latest filing: 2026-07-24
- Regulatory AUM: $1.1B
- Discretionary AUM: $975.3M
- Non-discretionary AUM: $163.6M
- Clients: 21
- Accounts: 1,643

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Brett Ronald Schneider | DIRECTOR | — |
| Eric Matthew Sontag | PRESIDENT | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | — |
| Michael J Del Priore | CHIEF COMPLIANCE OFFICER | — |
| Carl Edward Nelson | PRESIDENT, WEALTHSPIRE, LP | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Channing Olson | CHIEF OPERATIONS OFFICER | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER | — |
| Andrew S Warning | CHIEF COMPLIANCE OFFICER | — |
| Ivan Douglas Hoffman | MANAGING DIRECTOR; MANAGING PARTNER | — |
| Matthew Joseph Simpson | BUSINESS PARTNER; MANAGING DIRECTOR | — |
| Samuel David Muse | BUSINESS PARTNER; MANAGING DIRECTOR | — |
| HOFFMAN DREW DOUGLAS | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |
| SIMPSON MATTHEW JOSEPH | BUSINESS PARTNER | — |
| MUSE SAMUEL DAVID | BUSINESS PARTNER | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168005/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168005/similar
- Related entities: https://search.stillhousedata.com/firm/168005/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168005

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.