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BOOKENDS FINANCIAL PLANNING
WETZEL INVESTMENT ADVISORS, INC.
CRD 305301 · SEC 801-117718
7320 US 31 S, INDIANAPOLIS, IN, 46227, United States
Phone
317-859-2502
Fax
317-859-2503
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$338.3M
Discretionary AUM
$338.3M
Team
10 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; COMBINATION FOR FINANCIAL PLANNING
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 431 | $129.7M |
| High net worth individuals | 89 | $208.4M |
| Corporations/business entities | 1 | $221K |
States served
IN, KY, LA, OH, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD