Intrepid Financial Planning Group, LLC is a small investment advisory firm based out of Carmel, IN, with a strong presence in the industry. With eight offices strategically located, they provide investment advisory services to a wide range of clients. The firm consists of two dedicated employees, each offering comprehensive financial planning solutions.
With an impressive track record, Intrepid Financial Planning Group, LLC manages a substantial amount of assets under management, averaging around $136,580,000 per investment advisor. This figure surpasses the industry average, showcasing their expertise in handling client portfoli...
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Assets Under Mgmt
$273.17M
Investment Professionals
2
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
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