PK
PK

Paul Kraft

24 Years of Experience
Indianapolis, IN
1 Disclosure

Paul Kraft is a registered investment advisor at Integrity Advisory Solutions, based in Indianapolis, IN, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
127 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

135 N. Pennsylvania Street, Suite 1100, Indianapolis, IN, 46204

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2015
Other Business Activities

Paul is an Investment Advisor Representative for American Academy Wealth and Owner/President/IAR of Frank & Kraft Wealth Coaching, LLC, taking about 10-20% and about a quarter of his time, respectively. He also works as an attorney/owner/president for Frank & Kraft, A Professional Corporation, dedicating significantly more than full-time hours, and is involved in various board member positions for several charities, taking a few hours per week for each.

Employment History
Current Registrations
Integrity Advisory Solutions
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Frank & Kraft Wealth Coaching, INC.
June 2015 - April 2025 · 9 yrs 10 mos
1st Global Advisors INC
March 2003 - June 2015 · 12 yrs 3 mos
Sii Investments, INC.
August 2002 - March 2003 · 7 mos
State Registrations2 states
INTX
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.
More Advisors