Bedel Financial Consulting Review


Trust Score 98%
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Last updated: July 21st, 2019. Data source: SEC filings.

Bedel Financial Consulting, federally registered in 1989, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 12 advisors. Bedel Financial Consulting manages $1.2 billion and provides investment advisory services for 878 clients (1:74 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $476,190
Average Client Balance $1,364,371
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:74
Headquarters Indianapolis, IN
SEC Filings Forms and Brochures    (CRD # 105653)
State(s) Registered AZ, CA, CO, FL, IL, IN, MA, MI, NC, OH, SC, TX, WA


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