# Bookends Financial Planning

Bookends Financial Planning is an Asset Manager based in Indianapolis, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Indianapolis, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** bookendsfinancialplanning.com
- **LinkedIn:** linkedin.com/company/bookends-financial-planning

## Regulatory record

- **CRD number:** 305301
- **SEC file number:** 801-117718
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Bookends Financial Planning was established in 2009. It functions as a wealth manager based in Indianapolis. The firm provides asset management, financial planning, and portfolio management. It serves individuals, high-net-worth individuals, families, and retirement plans across the United States. No recent operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed. The firm operates without disclosed ties to external vehicles or club structures.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Bookends Financial Planning?

No named principals or CIO are disclosed in available records.

### Does Bookends Financial Planning participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

## Related profiles

- [Bookend Capital Partners](https://altss.com/profile/bookend-capital-partners)
- [Bookmakers Investments](https://altss.com/profile/bookmakers-investments)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bookends-financial-planning

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