Wealth Manager
    SEC Registered
    Manages Private Funds

    Fi3 Financial Advisors, LLC

    Registered investment advisor · Indianapolis, Indiana · CRD #168005

    Assets Under Management
    $1.1B
    Client Accounts
    1,643
    Employees
    21
    CRD Number
    168005
    Registration
    SEC Registered
    Custodian
    Charles Schwab, Fidelity Investments

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

    About Fi3 Financial Advisors, LLC

    Fi3 Financial Advisors, LLC is an independent, fee-only Registered Investment Advisor providing fiduciary financial planning and investment management for high net worth families since 2013. They focus on generational wealth planning and emphasize fee transparency. They have 11-50 employees.

    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 Fi3 Financial Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Fi3 Financial Advisors, LLC's AUM?

    Fi3 Financial Advisors, LLC reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fi3 Financial Advisors, LLC headquartered?

    Fi3 Financial Advisors, LLC is headquartered in Indianapolis, Indiana.

    What is Fi3 Financial Advisors, LLC's CRD number?

    Fi3 Financial Advisors, LLC's CRD number is 168005. 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 Fi3 Financial Advisors, LLC manage?

    Fi3 Financial Advisors, LLC manages approximately 1,643 client accounts according to its latest SEC filing.

    Is Fi3 Financial Advisors, LLC SEC registered?

    Yes, Fi3 Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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