MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

3105 E 98th Street
Suite 170
Indianapolis, Indiana 46280
Tel: 317-552-0505

About MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC, formally registered with the SEC as MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC. The firm was established in 01/02/2004. They have over 10 offices throughout the country.

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $571,845,020 assets under management, offering retirement planning & investment advisory services to 1543 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122212
SEC#	801-62577
Assets Managed by Firm	$571,845,020
No. of Clients	1543
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1543	$571,845,020
Individuals (other than high net worth individuals)	247	$109,020,065
High net worth individuals	155	$460,451,787
Pension and profit sharing plans	Fewer than 5 clients	$1,017,577
Charitable organizations	Fewer than 5 clients	$1,355,591

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