Julianne Erhart-Graves
Julianne Erhart-Graves is a CFP-designated registered investment advisor at Reify Wealth Advisors, INC., based in Indianapolis, IN, with 21 years of industry experience. Julianne 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, High Net Worth, and 4 more. Their firm serves 247 clients with $520M 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 | 0.50% |
Annual fee of 0.50% is billed quarterly at 0.125% in arrears based on the previous quarter-end account value. Fees are negotiable.
Fee Estimator
Location
3500 Depauw Blvd, Suite 1035, Indianapolis, IN, 46268
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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
Julianne is a 49% owner and general partner of Smitson Erhart-Graves Tax Advisors, LLC, providing income tax advising and return preparation. She spends minimal time annually performing administrative functions as a general partner and does no tax preparation.
Employment History
Current Registrations
Reify Wealth Advisors, INC.
State Registrations2 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.
Exams
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