John Wortman, CFP®, Paladin 5 Star Advisor, NAPFA-RA
Indianapolis, Indiana, 46260
Member Since 2004
At Valeo, we use our experience and CONSERVATIVE CREATIVITY to help our clients achieve their financial goals. We are FEE-ONLY, thus we sell no products. We are COMPREHENSIVE, focusing on all aspects of a client\'s financial affairs (cash flow, investments, insurance, tax, estate, education, debt, etc). We are REASONABLY PRICED and post our fee schedule right on our website (www.valeofinancial.com). We LIMIT the number of clients each of our advisors work with to less than 50 to ensure the highest possible level of service.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Indiana University (Finance)
Certifications and Designations
- CFP®
- Paladin 5 Star Advisor
- NAPFA-RA
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 127132
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Valeo Financial Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.valeofinancial.com
John Wortman
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