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Relevant Financial Planning LLC (Elkhart)


Relevant Financial Planning LLC is a related adviser based in Elkhart. It manages $3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Indiana.

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Relevant Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Relevant Financial Planning: assets under management

The assets under management (AUM) of Relevant Financial Planning LLC is $3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Relevant Financial Planning LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Elkhart

The principal office where Relevant Financial Planning LLC performs its advisory services is located at 663 County Road 17, Elkhart, IN 46516, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 574-206-4454 or by fax 574-830-1018. The normal business hours are 9 a.m. -4 p.m. on Monday - Friday. You can find more information about the New York firm at www.relevantfp.com.


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