Julianne
Erhart Graves

Worley Erhart-Graves Financial Advisors, Inc

CRD#4592192
Investment Advisor
in Indianapolis, IN

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About this Advisor

Julianne Erhart Graves is a financial advisor based in Indianapolis, Indiana, working with Worley Erhart-Graves Financial Advisors, Inc. Julianne has previously held a position at Worley Erhart-Graves Financial Advisors, Inc. Julianne has passed the Series 63 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Julianne is part of Worley Erhart-Graves Financial Advisors, Inc, which operates out of Indianapolis, Indiana. The firm has 11 employees and manages assets totaling $403.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Worley Erhart-Graves Financial Advisors, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3500 Depauw Blvd Suite 1035
Indianapolis, IN 46268

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Worley Erhart-Graves Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$403,706,398

IN Average: $1,347,246,178
Total Number of Employees

11

IN Average: 46
Total Number of Accounts

891

IN Average: 1,775
Average Account Size

$453,094

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Julianne Erhart Graves Work History

2008 - Present (16 years)

Worley Erhart-Graves Financial Advisors, Inc

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Disclosures

Please visit the SEC profile of Julianne Erhart Graves 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 Worley Erhart-Graves Financial Advisors, Inc

Shane Fagan
Indianapolis, IN
Tabitha Williams
Indianapolis, IN
Kyle Mccune
Indianapolis, IN
Julianne Erhart Graves
Indianapolis, IN
Margaret Gooley
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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