BH
BH

Blair Huff

6 Years of Experience
Indianapolis, IN

Blair Huff is a registered investment advisor at Huff Financial Counsel LLC, based in Indianapolis, IN, with 6 years of industry experience. Blair 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, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Huff Financial Counsel offers ongoing financial planning for a fixed rate of $2,000 per year, paid quarterly. This includes biannual check-ins, an end-of-year meeting, and an updated financial plan annually.

Huff Financial Counsel offers financial plans for a fixed fee between $1,700 and $2,300. Hourly fees for financial planning services are between $170 and $235.

Annual Retainer:$2,000/year
One-Time Plan:$1,700 - $2,300
Hourly Rate:$170 - $235/hr
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Location

10341 Shakamak Way, Indianapolis, IN, 46239

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Blair is an accountant, accounting manager for Simon Property Group, and a real estate broker/dealer.

Employment History
Current Registrations
Huff Financial Counsel LLC
September 2019 - Present · 6 yrs 8 mos
State Registrations1 state
IN
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.
Blair Huff - Financial Advisor | TrueAdvisor