Joel Koon
Four Quadrant Wealth Advisors · Carmel, Indiana
Joel Koon is a fee-only financial advisor at Four Quadrant Wealth Advisors in Carmel, Indiana, who holds the CFP credential. Four Quadrant Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Four Quadrant Wealth Advisors |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $219.0M across 552 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 8264700 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.4quadrant.com |
How Joel's firm compares
- Four Quadrant Wealth Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 552 accounts).
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Questions about Joel
Is Joel Koon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Four Quadrant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Four Quadrant Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joel Koon based?
Joel Koon is based in Carmel, Indiana.
What credentials does Joel Koon hold?
Joel Koon holds the CFP credential.
Is Joel Koon registered with the SEC?
Yes. Joel Koon is registered as an investment adviser representative in IN (CRD 8264700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Four Quadrant Wealth Advisors manage?
Four Quadrant Wealth Advisors reports $219.0M across 552 accounts in assets under management.
How do I contact Joel Koon?
Through Joel's website, www.4quadrant.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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