# Gunnell Financial Planning

Gunnell Financial Planning is a RIA based in Plainfield, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plainfield, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 286076
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286076

## About

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.

## 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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- [Wellington Adams Investment Advisory](https://altss.com/profile/wellington-adams-investment-advisory-llc)
- [Welkin Capital Management](https://altss.com/profile/welkin-capital-management-limited)

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Last updated: 2026-07-06T01:24:17.746Z

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