Julie Dant
Nearside Advisors · Indianapolis, Indiana
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.
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Specialties
Who they serve
- Divorced individuals
- Executives
- Retirees
- Multi-generational families
Facts
| Firm | Nearside Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $188.6M across 299 accounts |
| SEC registration | Investment adviser representative in IN · CRD 4613744 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.nearsideadvisors.com |
Request an introduction to Julie
Tell Julie a little about what you're looking for. Julie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Julie
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.
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
- Nearside Advisors 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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