John Sidery
Uptick Partners · Westfield, Indiana
John Sidery is a fee-only financial advisor at Uptick Partners in Westfield, Indiana, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Westfield, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR, IN, TX · CRD 6516086 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.holisticplanning.com |
How John's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about John
Is John Sidery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Uptick Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Sidery based?
John Sidery is based in Westfield, Indiana.
What credentials does John Sidery hold?
John Sidery holds the CFP credential.
Is John Sidery registered with the SEC?
Yes. John Sidery is registered as an investment adviser representative in AR, IN and TX (CRD 6516086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uptick Partners manage?
Uptick Partners reports $1.06B across 3,886 accounts in assets under management.
How do I contact John Sidery?
Through John's website, www.holisticplanning.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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