Jerry King
The Financial Resource Center · Carmel, Indiana
Jerry King is a fee-only financial advisor at The Financial Resource Center in Carmel, Indiana, who holds the CFP credential. Jerry focuses on physicians & residents, founders (pre-exit) and small business owners. The Financial Resource Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
- Founders
Facts
| Firm | The Financial Resource Center |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $642.5M across 389 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 1453200 |
| Exams passed | Series 63 (1986) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tfrcinc.com |
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Questions about Jerry
Is Jerry King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and The Financial Resource Center reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, The Financial Resource Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jerry King based?
Jerry King is based in Carmel, Indiana.
What does Jerry specialize in?
Jerry's specialties include physicians & residents, founders (pre-exit), small business owners, retirement planning, estate & legacy planning and tax planning. Jerry works with physicians, executives and founders.
What credentials does Jerry King hold?
Jerry King holds the CFP credential.
Is Jerry King registered with the SEC?
Yes. Jerry King is registered as an investment adviser representative in IN (CRD 1453200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Financial Resource Center manage?
The Financial Resource Center reports $642.5M across 389 accounts in assets under management.
How do I contact Jerry King?
Through Jerry's website, www.tfrcinc.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
- The Financial Resource Center website : specialties, clients served, and fees, checked October 30, 2026
- 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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