$22.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2019
- Office Locations
- 1
Office Locations
-- Indianapolis IN
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.
Team overview
44 AVG AGE
$22.0M AVG AUM / ADVISOR
$328.4K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Timothee Alan Hammond
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5792552
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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