Richard Hirtle
Richard Hirtle is a registered investment advisor at Plan Wise Wealth Group, LLC, based in Indianapolis, IN, with 1 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 22 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan Wise Wealth Group charges a flat annual investment advisory fee of up to 2% of the total value of your portfolio. This fee is negotiable. Fees are billed monthly based on the value of your portfolio on the last business day of the previous month. Plan Wise also works with Gradient Investments, LLC as a co-advisor, with fees of 1.50% annually for Strategic, Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios, and 1.00% annually for Preservation Portfolios. Plan Wise receives a portion of these fees.
Location
9998 Crosspoint Blvd, Suite 320, Indianapolis, IN, 46256
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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 ActivitiesSells Insurance
Richard is a co-owner and insurance agent at Plan Wise Insurance Group, LLC, dedicating about 10-20% of his time. He is also a co-owner of RA Marketing, a marketing business, spending about 10-20% of his time there as well.
Employment History
Current Registrations
Plan Wise Wealth Group, 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.