Neil Quinlan is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Indianapolis, IN, with 21 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
5750 Castle Creek Parkway Drive North, Indianapolis, IN, 46250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Neil owns the ARGI Building Group and WASTAH, LLC, spending minimal time on each. WASTAH, LLC provides consulting services related to personal and family matters.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Argi Investment Services, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
Citigroup Global Markets INC.
State Registrations1 state
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