HOOSIER FINANCIAL PLANNING, LLC

HOOSIER FINANCIAL PLANNING, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 305199). Regulatory assets under management: $22.0M.

Registration

• CRD: 305199
• SEC file number: 801-117310
• Type: Registered investment adviser
• Location: 1840 E. 91ST ST., INDIANAPOLIS, IN, 46240
• Phone: 317-210-3535
• Latest filing: 2026-02-04
• Regulatory AUM: $22.0M
• Discretionary AUM: $18.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305199 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search