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Stephen Highsmith

16 Years of Experience
Brownsburg, IN

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 5 more. Their firm serves 80 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Hourly advisory services — $230 per hour, billed in six-minute increments for general or specific financial planning and investment advice.
  • Project-based fixed-fee planning — Calculated using the firm's hourly rate multiplied by the estimated hours needed for the requested service.
Hourly Rate:$230/hr
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Stephen Highsmith

Location

Brownsburg, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Highsmith Financial Planning, LLC
February 2010 - Present · 16 yrs 8 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Stephen Highsmith