Bookends Financial Planning

CRD 305301 · Indianapolis, IN · $338.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305301
SEC number: 801-117718
Firm type: RIA
Assets under management: $338.3M as of Mar 24, 2026
Website: www.instagram.com/bookendsfp ↗
Phone: 317-859-2502
Address: 7320 US 31 S, Indianapolis, IN, 46227

Advisors at this firm

6 in our index · page 1 of 1

Sarah Elizabeth BostonCRD 4381138 · Indianapolis, IN

IA RegisteredRegistration inactive
Jack U BostonCRD 8065811 · Indianapolis, IN

IA Registered
Tanner Robert BostonCRD 7698226 · Indianapolis, IN

IA Registered
Erin Taylor GuilfoilCRD 7975978 · Smithfield, KY

IA Registered
Kerst Philippe Ter WeeleCRD 4625981 · Rixeyville, VA

IA RegisteredRegistration inactive
Robert Hickey WetzelCRD 4329415 · Indianapolis, IN

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 305301 ↗ FINRA BrokerCheck record for firm CRD 305301 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.