Mark Hildebrand
Mark Hildebrand is a registered investment advisor at Holistic Financial Partners, LLC, based in Indianapolis, IN, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 808 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
HFP may negotiate a lower fee based on certain criteria.
Fee Estimator
Location
9959 Crosspoint Boulevard, Indianapolis, IN, 46256
Get directionsHistory
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
Mark is a partner in 9959 Investments, LLC, which holds rental property for lease. This non-investment related activity takes minimal time and occurs outside of trading hours.
Employment History
Current Registrations
Holistic Financial Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Ronald Blue & CO. LLC
State Registrations1 state
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.