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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-09-2019
- Office Locations
- 1
Office Locations
About Hoosier Financial Planning, LLC
Hoosier Financial Planning, LLC is an Indianapolis-based RIA focused on retail investors, including entrepreneurs, delivering holistic financial and investment planning with tax, estate/legacy, business-succession and insurance coordination. Portfolios are ETF-centric with complementary investment-grade and U.S. government bonds, custodied at Charles Schwab, with an explicit fiduciary emphasis.
Reported data analysis
What the numbers show
Of the latest reported AUM, 73.6% is discretionary and 26.4% is non-discretionary.
The firm reports 1 advisory representatives and 67 clients, or 67 clients per representative. That equates to $328.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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The full Hoosier Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Timothee Alan Hammond
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5792552
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | $137,313 |
| Non-Discretionary | $4,000,000 | $137,500 |
| Total | $22,000,000 | $137,363 |
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Separately Managed Accounts
SMA allocation detail is available
Hoosier Financial Planning, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.