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HEINEKAMP FINANCIAL PLANNING & TAX SERVICE, LLC

Advisory

BROWNSBURG, IN

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in IN
#267
of 270 advisers by AUM
Average account
$183K
across 290 accounts
AUM per adviser
$18M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$53M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients230
Team
Total Employees6
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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