Tod Utter
I4 Advisors · Indianapolis, Indiana
Tod Utter is a fee-only financial advisor at I4 Advisors in Indianapolis, Indiana. I4 Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | I4 Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $10.0M across 5 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2807887 |
| Exams passed | Series 63 (1996) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Tod's firm compares
- I4 Advisors's average account is about $2.0 million, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Tod
Is Tod Utter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tod holds no broker registration, and I4 Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tod charge for financial advice?
Tod's firm, I4 Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Tod Utter based?
Tod Utter is based in Indianapolis, Indiana.
Is Tod Utter registered with the SEC?
Yes. Tod Utter is registered as an investment adviser representative in IN (CRD 2807887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does I4 Advisors manage?
I4 Advisors reports $10.0M across 5 accounts in assets under management.
How do I contact Tod Utter?
Contact details aren't on file yet. Search for I4 Advisors.
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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