INDIE FINANCIAL PLANNING

INDIE FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 281529). Regulatory assets under management: $9.3M.

Registration

• CRD: 281529
• Type: Registered investment adviser
• Phone: 847-868-2252
• Latest filing: 2026-03-09
• Regulatory AUM: $9.3M
• Discretionary AUM: $9.3M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281529 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search