Bauer Schmeltz
Bauer Schmeltz is a CFP-designated registered investment advisor at Financial Plans & Strategies, INC., based in Greenwood, IN, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,081 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FPS charges a fee based on the value of your investments for investment management services. The specific fee is in your Investment Advisory Agreement and may vary based on the size and complexity of your account. The maximum annual fee is 1.50%. Fees are deducted from your account quarterly.
Location
375 N. Madison Avenue, Greenwood, IN, 46142-3636
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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 →Employment History
Current Registrations
Financial Plans & Strategies, INC.
Previous Registrations
Charles Schwab & CO., INC.Broker
Foresters Financial Services, INC.Broker
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.