# Julie Dant

> Julie Dant is a fee-only financial advisor at Nearside Advisors in Indianapolis, Indiana. Julie charges a percentage of assets and focuses on divorce financial planning, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/julie-dant/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Nearside Advisors
- **Based in:** Indianapolis, Indiana
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $188.6M across 299 accounts
- **Specialties:** Divorce financial planning, Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Divorced individuals, Executives, Retirees, Multi-generational families
- **CRD:** 4613744 (https://adviserinfo.sec.gov/individual/summary/4613744)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.nearsideadvisors.com/

## Frequently asked questions

### Is Julie Dant a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Nearside Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julie charge for financial advice?

Julie charges a percentage of assets.

### Where is Julie Dant based?

Julie Dant is based in Indianapolis, Indiana.

### What does Julie specialize in?

Julie's specialties include divorce financial planning, retirement planning, estate & legacy planning and family wealth transfer. Julie works with divorced individuals, executives, retirees and multi-generational families.

### Is Julie Dant registered with the SEC?

Yes. Julie Dant is registered as an investment adviser representative in IN (CRD 4613744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nearside Advisors manage?

Nearside Advisors reports $188.6M across 299 accounts in assets under management.

### How do I contact Julie Dant?

Through Julie's website, www.nearsideadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4613744): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.nearsideadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.