FI3 FINANCIAL ADVISORS, LLC

8900 Keystone Crossing
Suite 225
Indianapolis, Indiana 46240
Tel: 317-426-8800

About FI3 FINANCIAL ADVISORS, LLC

FI3 FINANCIAL ADVISORS, LLC, formally registered with the SEC as FI3 FINANCIAL ADVISORS, LLC. The firm was established in 05/14/2018. They have over 1 offices throughout the country.

FI3 FINANCIAL ADVISORS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $791,674,607 assets under management, offering retirement planning & investment advisory services to 1404 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168005
SEC#	801-113218
Assets Managed by Firm	$791,674,607
No. of Clients	1404
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF CLIENT NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1404	$791,674,607
Individuals (other than high net worth individuals)	44	$12,149,074
High net worth individuals	162	$757,350,413
Pension and profit sharing plans	2	$5,264,140
Charitable organizations	6	$16,633,700
Corporations or other businesses	1	$277,280

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OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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