Chad
Bailey
Intrepid Financial Planning Group, LLC
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About this Advisor
Chad Bailey is a financial advisor based in Carmel, Indiana with a total of 13 years of industry experience. Bailey currently works for Intrepid Financial Planning Group, LLC. They have spent their whole career at Intrepid Financial Planning Group, Llc. Bailey maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Florida, Illinois, Indiana, Ohio, South Carolina and Virginia. Intrepid Financial Planning Group, LLC is an advisory business that has its headquarters in Carmel, IN. The firm has offices in seven locations and just two employees. It handles $273 million in total assets between its 1,353 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 1,353 customer accounts, just 12% belong to high-net-worth individuals who have more than $1 million in assets. Intrepid Financial Planning Group, Llc offers portfolio management for individuals and small businesses. A financial advisor's fees are based on which service is provided. Fee types charged by Intrepid Financial Planning Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intrepid Financial Planning Group, LLC Brokerage Details
$273,165,984
2
1,353
$201,897
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Chad Bailey Work History
Chad has been registered as a financial advisor for 13 years.*
Intrepid Financial Planning Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Bailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intrepid Financial Planning Group, LLC
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Indianapolis, IN
Carmel, IN
Indianapolis, IN
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