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Gunnell Financial Planning
GUNNELL FINANCIAL PLANNING is a state-registered investment adviser in PLAINFIELD, IN. The firm manages approximately $8 million in regulatory assets.
Overview
GUNNELL FINANCIAL PLANNING is a state-registered investment adviser in PLAINFIELD, IN. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Plainfield
Corporate office
Los Angeles, CA, United States
Frequently asked questions
How is Gunnell Financial Planning structured differently from a registered investment advisor?
A registered investment advisor (RIA) has a fiduciary duty to external clients and must file Form ADV, publicly disclosing its AUM, fee structures, and conflicts of interest. As an SFO, Gunnell Financial Planning is an internalized cost center rather than a commercial enterprise. This eliminates the pressure to report quarterly returns to limited partners, enabling a permanent-capital strategy that can hold assets through market cycles without mark-to-market reporting.
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