Roy Bodinus
CBG & Company · Fishers, Indiana
Roy Bodinus is a fee-only financial advisor at CBG & Company in Fishers, Indiana. Roy focuses on physicians & residents, retirement planning and tax planning. CBG & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | CBG & Company |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $270.7M across 525 accounts |
| SEC registration | Investment adviser representative in IN, LA · CRD 4543804 |
| Exams passed | Series 65 (2001) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.cbgfinancialplanning.com |
| Profile |
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Questions about Roy
Is Roy Bodinus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roy holds no broker registration, and CBG & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roy charge for financial advice?
Roy's firm, CBG & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roy Bodinus based?
Roy Bodinus is based in Fishers, Indiana.
What does Roy specialize in?
Roy's specialties include physicians & residents, retirement planning, tax planning and estate & legacy planning. Roy works with physicians.
Is Roy Bodinus registered with the SEC?
Yes. Roy Bodinus is registered as an investment adviser representative in IN and LA (CRD 4543804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CBG & Company manage?
CBG & Company reports $270.7M across 525 accounts in assets under management.
How do I contact Roy Bodinus?
Through Roy's website, www.cbgfinancialplanning.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
- CBG & Company 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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