Brian Bischoff
Bischoff Wealth Management Group · Greenwood, Indiana
Brian Bischoff is a fee-only financial advisor at Bischoff Wealth Management Group in Greenwood, Indiana. Bischoff Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bischoff Wealth Management Group |
|---|---|
| Based in | Greenwood, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $222.0M across 713 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2564187 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | bischoffwealth.com |
How Brian's firm compares
- Bischoff Wealth Management Group's average account is about $311,000, from its Form ADV (assets managed divided by 713 accounts).
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Questions about Brian
Is Brian Bischoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Bischoff Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Bischoff Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Bischoff based?
Brian Bischoff is based in Greenwood, Indiana.
Is Brian Bischoff registered with the SEC?
Yes. Brian Bischoff is registered as an investment adviser representative in IN (CRD 2564187), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bischoff Wealth Management Group manage?
Bischoff Wealth Management Group reports $222.0M across 713 accounts in assets under management.
How do I contact Brian Bischoff?
Through Brian's website, bischoffwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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