Wealth Manager
    SEC Registered
    Manages Private Funds

    Bedel Financial Consulting Inc

    Registered investment advisor · Indianapolis, Indiana · CRD #105653

    Assets Under Management
    $2.9B
    Client Accounts
    5,435
    Employees
    28
    CRD Number
    105653
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bedel Financial Consulting Inc

    Bedel Financial Consulting Inc. is a fee-only wealth management firm founded in 1989, managing over $1.8 billion in assets with a team of 26 professionals. It offers commission-free financial planning and investment services, holding top industry certifications. The firm is independent and registered as an investment advisory.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bedel Financial Consulting Inc

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    Frequently Asked Questions

    What is Bedel Financial Consulting Inc's AUM?

    Bedel Financial Consulting Inc reports approximately $2.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bedel Financial Consulting Inc headquartered?

    Bedel Financial Consulting Inc is headquartered in Indianapolis, Indiana.

    What is Bedel Financial Consulting Inc's CRD number?

    Bedel Financial Consulting Inc's CRD number is 105653. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bedel Financial Consulting Inc manage?

    Bedel Financial Consulting Inc manages approximately 5,435 client accounts according to its latest SEC filing.

    Is Bedel Financial Consulting Inc SEC registered?

    Yes, Bedel Financial Consulting Inc is registered with the SEC as an investment adviser with an approved registration status.

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