Bookends Financial Planning's Form ADV discloses 1.30% on the first $2 million, 1.00% on the next $8 million, and 0.75% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #305301), Bookends Financial Planning is subject to fiduciary duty under federal law.
Bookends Financial Planning is headquartered in INDIANAPOLIS, IN.
Bookends Financial Planning serves 89 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, Bookends Financial Planning offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
Bookends Financial Planning manages $338 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, Bookends Financial Planning serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓