CRD: 305301
Bookends Financial Planning
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- WaveTimber radial +more
- Established Date
- 01-01-2020
- Office Locations
- 3
Office Locations
About Bookends Financial Planning
Indianapolis-based Bookends Financial Planning is an independent, fee-based fiduciary RIA providing personalized financial planning and ongoing portfolio guidance. Their tech-driven process helps implement, track, and adjust plans while coordinating with clients’ other professionals. Investment management emphasizes diversified asset allocation using ETFs and mutual funds. They also partner with Trust & Will to streamline estate planning documents for clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SARAH ELIZABETH BOSTON
Financial Planner, President
- CRD
- #4381138
- Ownership
- 50% but less than 75%
HEIDI WETZEL HARGIS
Chief Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Quantum beacon
Matrix atlas capital
- CRD
- #19272
- Ownership
- 26.7%
Showing 2 of 3 owners & executives
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Jack U Boston
--
- CRD
- #8065811
Tanner Robert Boston
--
- CRD
- #7698226
Delta value
Radial ridge
- CRD
- #38387
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,348,236 | $253,255 |
| Non-Discretionary | $0 | -- |
| Total | $338,348,236 | $253,255 |
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Separately Managed Accounts
Total SMA Asset: $338,348,236
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $279,687,202 | 22.1% |
| Equity - Exchange | $74,667,624 | 5.9% |
| Other | $329,043,766 | 26.0% |
| Cash | $307,529,366 | 24.3% |
| Derivatives | $274,624,990 | 21.7% |
| Total | $1,265,552,948 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER PATHWAY HORIZON | EAGLE UNISON | BX8YHGJNM | GCWY | 5.96% | $95,729,046 |
| QUANTUM VERTEX EAGLE | BEACON BRIDGE | EE8THQF6Y | QCMJE | 9.73% | $97,371,981 |
| MOMENTUM MERIDIAN OAK | EAGLE RADIAL | NQ5UYON10 | XUG | 8.79% | $4,838,167 |
| NORTH FUSION FUSION | FOUNDATION GLACIER | DYFFDMJ0Y | LUBKQ | 9.55% | $12,493,308 |
| PIONEER NORTH | GLACIER GLACIER | 2TB65DWD4 | DQQG | 3.33% | $78,087,410 |
| WAVE SUMMIT VALUE | RIDGE ATLAS | T22118DMZ | SFFY | 3.22% | $17,603,780 |
| WAVE FUSION | CREST MERIDIAN | XATLGT3FF | SCJO | 8.24% | $103,082,176 |
| RIDGE VECTOR FOUNDATION | CREST QUANTUM | C4L8BRVWG | TVVF | 6.26% | $88,731,462 |