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Advisor

Elaine Bedel

Bedel Financial Consulting, Inc. · Indianapolis, Indiana

Elaine Bedel is a fee-only financial advisor at Bedel Financial Consulting, Inc. in Indianapolis, Indiana, who holds the BA, CFP and MBA credentials. Elaine focuses on retirement planning, family wealth transfer and small business owners. Bedel Financial Consulting, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only BACFPMBA

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Specialties

Who they serve

  • Early-career professionals
  • Pre-retirees
  • Retirees
  • Executives
  • Physicians
  • Founders
  • Multi-generational families

Facts

FirmBedel Financial Consulting, Inc.
Based in Indianapolis, Indiana
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Accepting new clientsYes
Assets under management$2.92B across 5,435 accounts
CredentialsBA · CFP · MBA
Firm size28 employees
Websitebedelfinancial.com
LinkedInProfile

How Elaine's firm compares

  • Bedel Financial Consulting, Inc.'s average account is about $537,000, from its Form ADV (assets managed divided by 5,435 accounts).

What fee-only advisors charge in Indiana

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Questions about Elaine

Is Elaine Bedel a fee-only financial advisor?

Yes. Elaine Bedel is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Elaine charge for financial advice?

Elaine's firm, Bedel Financial Consulting, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Elaine Bedel based?

Elaine Bedel is based in Indianapolis, Indiana.

What does Elaine specialize in?

Elaine's specialties include retirement planning, family wealth transfer and small business owners. Elaine works with early-career professionals, pre-retirees, retirees, executives and physicians.

What credentials does Elaine Bedel hold?

Elaine Bedel holds the BA, CFP and MBA credentials.

How much does Bedel Financial Consulting, Inc. manage?

Bedel Financial Consulting, Inc. reports $2.92B across 5,435 accounts in assets under management.

How do I contact Elaine Bedel?

Through Elaine's website, bedelfinancial.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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