Alan Skillern
Best Case Financial LLC · Fillmore, Indiana
Alan Skillern is a fee-only financial advisor at Best Case Financial LLC in Fillmore, Indiana, who holds the CFP and MBA credentials. Alan charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $3,000 a year and one-time plans from $800).
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Facts
| Firm | Best Case Financial LLC |
|---|---|
| Based in | Fillmore, Indiana |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $800 · 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $1.3M across 16 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IN · CRD 7387512 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bestcasefinancial.com |
How Alan's firm compares
- Ongoing planning starts at $3,000 a year, below the Indiana median of $3,500 for fee-only firms that publish prices.
- A one-time plan starts at $800, below the US median of $2,000 for fee-only firms that publish prices.
- Best Case Financial LLC's average account is about $83,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Alan
Is Alan Skillern a fee-only financial advisor?
Yes. Alan Skillern is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alan's firm.
How does Alan charge for financial advice?
Alan charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Alan charge?
According to Best Case Financial LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $800; 1% a year on the first tier of assets managed; no asset minimum.
Where is Alan Skillern based?
Alan Skillern is based in Fillmore, Indiana.
What credentials does Alan Skillern hold?
Alan Skillern holds the CFP and MBA credentials.
Is Alan Skillern registered with the SEC?
Yes. Alan Skillern is registered as an investment adviser representative in IN (CRD 7387512), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Best Case Financial LLC manage?
Best Case Financial LLC reports $1.3M across 16 accounts in assets under management.
How do I contact Alan Skillern?
Through Alan's website, bestcasefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Best Case Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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