Lisa Angelo
Halter Ferguson Financial · Carmel, Indiana
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.
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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 | $705.0M across 1,076 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IN · CRD 8269932 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.hffinancial.com |
How Lisa's firm compares
- Halter Ferguson Financial's average account is about $655,000, from its Form ADV (assets managed divided by 1,076 accounts).
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Questions about Lisa
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.
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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