Steven Heinekamp
Steven Heinekamp is a CFP, ChFC-designated registered investment advisor at Heinekamp Financial Planning & Tax Service LLC, based in Brownsburg, IN, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 230 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable. The maximum fee is 0.99%; however, Heinekamp Financial may choose to charge a lower quarterly fee at its discretion.
Fee Estimator
Location
690 W. Northfield Drive, Ste 100, Brownsburg, IN, 46112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven prepares business and individual tax returns.
Employment History
Current Registrations
Heinekamp Financial Planning & Tax Service LLC
Sch Enterprises, INC.Broker
Previous Registrations
Franklin Financial Services CorporationBroker
State Registrations6 states
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.