Back to Search Favorites List

IndiePlan LLC

IndiePlan™ is a fee-only investment advice and financial planning firm. We are also an advice-only shop, meaning that our practice is compensated only by our clients for the advice we provide. Our fee for each advisory engagement is structured as either flat-fee or flat hourly rate. We are not affiliated with a broker-dealer custodian, do not otherwise take custody of clients' investments, and do not charge asset-based fees. We work virtually with clients throughout the US. IndiePlan™ offers one-time investment plans and holistic financial plans. Our practice is suited to people who want a one-time professional advice engagement, will take initiative to implement the plan, and will retain control of their investments.
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Philip Murphy, CFA, CFP®
NAPFA-Registered Financial Advisor
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

418 Broadway #8192 Albany, NY 12207 Phone: (914) 458-7594

Primary Office

418 Broadway #8192 Albany, NY 12207 Phone: (914) 458-7594
Visit Website