MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

INDIANAPOLIS, Indiana·11 registered advisors·CRD# 122212
SEC# 801-625779317-552-0505
01

Firm Overview

AUM
$572M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

11 registered advisors
Aaron Randel Paul Williams
INDIANAPOLIS, Indiana
Bradley S. Bell
INDIANAPOLIS, Indiana
Howard I. Gross
INDIANAPOLIS, Indiana
Jeffrey W. Birk
INDIANAPOLIS, Indiana
Jessica Lynn Bokhart
INDIANAPOLIS, Indiana
Katie Jo Fischer
INDIANAPOLIS, Indiana
Kevin Jay Ervin
INDIANAPOLIS, Indiana
Kyle B Thompson
INDIANAPOLIS, Indiana
Patrick Kyle Roberts
INDIANAPOLIS, Indiana
Steven A. Eichenberger
INDIANAPOLIS, Indiana
Steven W. Reed
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
11 advisors

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Data sourced from SEC Form ADV filings. MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC (CRD# 122212) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.