Gregory Schiffli
On Target Wealth Partners · Greenwood, Indiana
Gregory Schiffli is a fee-only financial advisor at On Target Wealth Partners in Greenwood, Indiana. On Target Wealth Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | On Target Wealth Partners |
|---|---|
| Based in | Greenwood, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $27.8M across 101 accounts |
| SEC registration | Investment adviser representative in FL, IN · CRD 5550031 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ontargetwealth.com |
How Gregory's firm compares
- On Target Wealth Partners's average account is about $275,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Gregory
Is Gregory Schiffli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and On Target Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, On Target Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Gregory Schiffli based?
Gregory Schiffli is based in Greenwood, Indiana.
Is Gregory Schiffli registered with the SEC?
Yes. Gregory Schiffli is registered as an investment adviser representative in FL and IN (CRD 5550031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does On Target Wealth Partners manage?
On Target Wealth Partners reports $27.8M across 101 accounts in assets under management.
How do I contact Gregory Schiffli?
Through Gregory's website, www.ontargetwealth.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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