IndiePlan™ Consulting for Registered Investment Advisers

IndiePlan™ offers non-discretionary investment consulting to other Registered Investment Advisers. The Service is tailored to the specific needs of the RIA.

All of our analysis is a product of our own data gathering, research, and professional opinions. We do not rely on inputs from assets management firms, fund wholesalers, or other sponsors of model portfolios. We are not compensated by any third parties for this work.

Contact us if you are an independent RIA and would like to explore this Service. It can implemented as a one-time review or integrated into your ongoing investment process.