WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC.

3500 Depauw Blvd.
Suite 1035
Indianapolis, Indiana 46268
Tel: 317-872-5090

About WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC.

WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC, formally registered with the SEC as WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. The firm was established in 02/25/2022. They have over 1 offices throughout the country.

WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. is a Indianapolis, Indiana based Financial Planning firm with nearly $445,469,482 assets under management, offering retirement planning & investment advisory services to 873 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121978
SEC#	801-123324
Assets Managed by Firm	$445,469,482
No. of Clients	873
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	873	$445,469,482
Individuals (other than high net worth individuals)	130	$81,566,644
High net worth individuals	117	$363,902,838

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