AdvisorOS Directory
Claim Profile
CB

Chad Alan Bailey

INTREPID FINANCIAL PLANNING GROUP, LLC·CARMEL, Indiana
Unclaimed Profile
2454 E. 116TH STREET, CARMEL, IN 46032CRD# 3229281Firm CRD# 112196
01

About

Chad Alan Bailey is a registered financial advisor based in CARMEL, Indiana, affiliated with INTREPID FINANCIAL PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INTREPID FINANCIAL PLANNING GROUP, LLC
INTREPID FINANCIAL PLANNING GROUP, LLC
AUM
$316M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INTREPID FINANCIAL PLANNING GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3229281
Firm CRD# 112196
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CARMEL?

Browse all registered financial advisors in CARMEL, Indiana or claim this profile if it's yours.

Browse CARMEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Chad Alan Bailey offer?
Chad Alan Bailey specializes in Investment Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.
What are Chad Alan Bailey's credentials?
Chad Alan Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Alan Bailey located?
Chad Alan Bailey is based in CARMEL, Indiana, working with INTREPID FINANCIAL PLANNING GROUP, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Chad Alan Bailey charge for services?
Chad Alan Bailey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTREPID FINANCIAL PLANNING GROUP, LLC?
INTREPID FINANCIAL PLANNING GROUP, LLC has approximately 2 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CARMEL
Jonathan Richard Evans — JWEST LLCMatthew Semler Dodson — JWEST LLCSteve Maxwell Dauby — JWEST LLCJay Allen Brammer — INDIE HEALTHCARE FUND MANAGEMENT, LLCSean M O'connor — JWEST LLC
Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile