THE FINANCIAL RESOURCE CENTER

9640 Commerce Drive
Suite 414
Carmel, Indiana 46032
Tel: 317-871-8571

About THE FINANCIAL RESOURCE CENTER

THE FINANCIAL RESOURCE CENTER, formally registered with the SEC as THE FINANCIAL RESOURCE CENTER. The firm was established in 11/10/2021. They have over 1 offices throughout the country.

THE FINANCIAL RESOURCE CENTER is a Carmel, Indiana based Financial Planning firm with nearly $311,501,612 assets under management, offering retirement planning & investment advisory services to 389 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316747
SEC#	801-122673
Assets Managed by Firm	$311,501,612
No. of Clients	389
No. of Advisors	6

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	389	$311,501,612
Individuals (other than high net worth individuals)	254	$72,046,438
Corporations or other businesses	2	$4,187,734

Inquire with THE FINANCIAL RESOURCE CENTER

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

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