Gunnell Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,910,000
Clients
30
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$263,667
About
Gunnell Financial Planning is a state-registered, fee‑only investment adviser that provides personalized financial planning and investment management to individuals as well as institutional and business clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. Services described in the brochure include comprehensive financial plans, portfolio management, retirement and estate planning, education funding, insurance review, and limited hourly consulting.
The firm’s investment approach centers on strategic asset allocation and global diversification, using research and software to design mixes of fixed income and equity asset classes with attention to correlation coefficients. Portfolios are implemented primarily with no‑load mutual funds and exchange‑traded funds on a buy‑and‑hold basis with regular rebalancing, and the firm accepts limited discretionary authority while performing periodic account reviews.
What is distinctive for an independent adviser of this size is the breadth of non‑retail clients and services documented in the brochure—beyond individuals the firm works with pension plans, charitable organizations and corporate entities and offers targeted services such as new business owner support and job‑changer planning. The firm also highlights tax‑related capabilities (the principal holds a master’s in taxation and is an enrolled agent) and the availability of tax and insurance services through an affiliated entity, which supplement its core planning and investment activities.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Flat fees for financial plans and other services, e.g., $475 for New Business Owner Services upfront, $475 for New Job Changer Planning Services one time fee
<$1,000,000 - $1,000,000: 1.2% $1,000,000 - $2,000,000: 1.0% $2,000,000 - $5,000,000: 0.75% >$5,000,000+: 0.5%
$150 per hour for financial planning and general consulting services
New Business Owner ongoing monthly fee billed via ACH (amount not specified)
Minimum fee: $300 minimum quarterly fee for ongoing asset management services Fee-only: Financial planning fees: $150 per hour; flat fees ranging from $500 to $5,000 depending on complexity; typical W-2 income earner plan $1,500; business owners $2,500-$5,000; $500 billed in advance with balance upon delivery
Main office location
Gunnell Financial Planning
3928 Clarks Creek Rd
Plainfield IN 46168, United States
Number of offices
1
Most active in
Gunnell Financial Planning has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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