INTREPID FINANCIAL PLANNING GROUP, LLC

2454 E. 116th Street
Carmel, Indiana 46032
Tel: 317-818-1776

About INTREPID FINANCIAL PLANNING GROUP, LLC

INTREPID FINANCIAL PLANNING GROUP, LLC, formally registered with the SEC as INTREPID FINANCIAL PLANNING GROUP, LLC. The firm was established in 04/09/2002. They have over 8 offices throughout the country.

INTREPID FINANCIAL PLANNING GROUP, LLC is a Carmel, Indiana based Financial Planning firm with nearly $273,165,984 assets under management, offering retirement planning & investment advisory services to 1353 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112196
SEC#	801-61020
Assets Managed by Firm	$273,165,984
No. of Clients	1353
No. of Advisors	2

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1353	$273,165,984
Individuals (other than high net worth individuals)	1187	$106,803,374
High net worth individuals	156	$164,335,994
Pension and profit sharing plans	1	$843,805
Charitable organizations	3	$167,022
Corporations or other businesses	6	$1,015,789

Inquire with INTREPID FINANCIAL PLANNING GROUP, LLC

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

Explore More Retirement Advisors in Carmel, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.