About
IndiePlanTM is a fee-only investment advice and financial planning firm. We are also an advice-only shop, meaning that our practice is compensated only by our clients for the advice we provide. Our fee for each advisory engagement is structured as either flat-fee or flat hourly rate. We are not affiliated with a broker-dealer custodian, do not otherwise take custody of clients' investments, and do not charge asset-based fees.
We are based in the New York City metropolitan area and work virtually with clients throughout the US. IndiePlanTM offers one-time investment plans and holistic financial plans. Our practice is suited to people who want a one-time professional advice engagement, will take initiative to implement the plan, and will retain control of their investments.
Everyone deserves a great financial plan and a professional partner who puts their interests first. While there is a broad trend toward low-cost investing, the financial landscape is not always clearcut. Unmitigated conflicts of interest, obfuscation to create appealing “optics”, unnecessary complexity, and high expenses are still often the norm.
IndiePlanTM is here to help you cut through the noise, simplify your life, and create a framework of financial strength so you can focus on living a life of joy, meaning, and purpose.
More about our fee-only advice-only fiduciary business model
IndiePlanTM is paid only by its clients for the advice and plans we provide. We do not receive transaction commissions, sales-based compensation, AUM fees, or referral fees. We do not sell financial products or insurance contracts. We are paid strictly for advice delivered to our clients.
IndiePlanTM charges fixed or hourly fees for investment advice and financial planning.
We are fully committed to our fiduciary duty. I am a CERTIFIED FINANCIAL PLANNERⓇ practitioner and I hold the Chartered Financial AnalystⓇ designation. In accordance with CFP Board’s Code of Ethics and Standards of Conduct as well as the CFA Institute’s Code of Ethics and Standards of Professional Conduct, IndiePlanTM places its clients’ interests first.
Accessibility
In an effort to make our services available to as many people as possible, we do not impose asset or income minimums to qualify for our services.