CZ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
109 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$136.4M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$250 - $10,000
Wellington charges up to 2.00% annually on assets under management, subject to negotiation. Fees are payable quarterly. Financial planning fees range from $250 to $10,000 and are negotiable and nonrefundable. This fee covers general financial planning and the front-end administrative work necessary to bring you on as a client of the firm. There is no minimum account size.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Advisor Information
Office location
900 East 96th Street, Suite 300, Indianapolis, IN, 46240
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Wellington Grp LLC
June 2025 - Present · 7 mos
Previous Registrations
MML Investors Services, LLC
November 2024 - June 2025 · 7 mos
MML Investors Services, LLC Broker
October 2024 - June 2025 · 8 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.