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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FrontierBridge +more
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
About Indie Financial Planning
Indie Financial Planning is a woman-run, fee-only firm led by CFP professional Leslie Ransom, focused on holistic planning for creatives, freelancers, and small business owners (especially arts & entertainment). Services include cash-flow planning for irregular income, account organization, and goal-based investment/asset-allocation guidance, plus self-employment and major-life-change planning. Custodied at Schwab; incorporates Dimensional strategies.
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Owner & Executives
LESLIE FLINT RANSOM
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6433762
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,250,233 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,250,233 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,250,233
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,265,126,056 | 22.3% |
| Cash | $1,826,773,946 | 32.2% |
| Equity - Exchange | $964,445,872 | 17.0% |
| Municipal Bonds | $1,616,865,138 | 28.5% |
| Total | $5,673,211,012 | 100.0% |