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Advantage Financial Planning, Inc. (Huntertown)


Advantage Financial Planning, Inc. is an adviser based in Huntertown. It manages $13.45 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Illinois, Indiana, and Washington.

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Advantage Financial Planning provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advantage Financial Planning: assets under management

The assets under management (AUM) of Advantage Financial Planning, Inc. is $13.45 million. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.2 million in discretionary accounts and $2.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advantage Financial Planning, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Huntertown

The principal office where Advantage Financial Planning, Inc. performs its advisory services is located at 16616 Lima Road, Huntertown, IN 46748, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-637-1019 or by fax 260-637-1373. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advantageplanning.com.


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