Stephen Highsmith
Stephen Highsmith is a registered investment advisor at Highsmith Financial Planning, LLC, based in Brownsburg, IN, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 75 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Highsmith Financial Planning provides investment advice on an hourly basis at $230 per hour. The firm recommends an asset allocation and specific investments, primarily low-cost, no-load index investments. The firm recommends that portfolios be maintained by rebalancing about annually and/or making adjustments as needed.
Contact
Stephen Highsmith
Location
Brownsburg, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Highsmith Financial Planning, LLC
State Registrations1 state
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