Susan Steel
Deerfield · Indianapolis, Indiana
Susan Steel is a fee-only financial advisor at Deerfield in Indianapolis, Indiana, who holds the CFP credential. Deerfield reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Deerfield |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.18B across 1,073 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, IN · CRD 4346489 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.deerfieldfa.com |
How Susan's firm compares
- Deerfield's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,073 accounts).
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Questions about Susan
Is Susan Steel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Deerfield reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Deerfield, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Steel based?
Susan Steel is based in Indianapolis, Indiana.
What credentials does Susan Steel hold?
Susan Steel holds the CFP credential.
Is Susan Steel registered with the SEC?
Yes. Susan Steel is registered as an investment adviser representative in IL and IN (CRD 4346489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Deerfield manage?
Deerfield reports $1.18B across 1,073 accounts in assets under management.
How do I contact Susan Steel?
Through Susan's website, www.deerfieldfa.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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