David Crossman
Bedel Financial Consulting · Indianapolis, Indiana
David Crossman is a fee-only financial advisor at Bedel Financial Consulting in Indianapolis, Indiana, who holds the CFA credential. Bedel Financial Consulting reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bedel Financial Consulting |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.92B across 5,435 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, IN, NC · CRD 2221212 |
| Exams passed | Series 63 (1992) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.bedelfinancial.com |
How David's firm compares
- Bedel Financial Consulting's average account is about $537,000, from its Form ADV (assets managed divided by 5,435 accounts).
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Questions about David
Is David Crossman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Bedel Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Bedel Financial Consulting, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Crossman based?
David Crossman is based in Indianapolis, Indiana.
What credentials does David Crossman hold?
David Crossman holds the CFA credential.
Is David Crossman registered with the SEC?
Yes. David Crossman is registered as an investment adviser representative in CA, IN and NC (CRD 2221212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bedel Financial Consulting manage?
Bedel Financial Consulting reports $2.92B across 5,435 accounts in assets under management.
How do I contact David Crossman?
Through David's website, www.bedelfinancial.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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