# Lisa Angelo

> Lisa Angelo is a fee-only financial advisor at Halter Ferguson Financial in Carmel, Indiana, who holds the ChFC credential. Halter Ferguson Financial reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lisa-angelo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Halter Ferguson Financial
- **Based in:** Carmel, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $705.0M across 1,076 accounts
- **Credentials:** ChFC
- **CRD:** 8269932 (https://adviserinfo.sec.gov/individual/summary/8269932)
- **SEC registration:** Investment adviser representative in IN
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.hffinancial.com

## Frequently asked questions

### Is Lisa Angelo a fee-only financial advisor?

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

### How does Lisa charge for financial advice?

Lisa's firm, Halter Ferguson Financial, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Lisa Angelo based?

Lisa Angelo is based in Carmel, Indiana.

### What credentials does Lisa Angelo hold?

Lisa Angelo holds the ChFC credential.

### Is Lisa Angelo registered with the SEC?

Yes. Lisa Angelo is registered as an investment adviser representative in IN (CRD 8269932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Halter Ferguson Financial manage?

Halter Ferguson Financial reports $705.0M across 1,076 accounts in assets under management.

### How do I contact Lisa Angelo?

Through Lisa's website, www.hffinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8269932): 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

---

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