# Heinekamp Financial Planning & Tax Service

Heinekamp Financial Planning & Tax Service is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 121857
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-06T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121857

## About

Heinekamp Financial Planning & Tax Service LLC is a state-registered investment adviser in Brownsburg, IN. The firm manages approximately $53 million in regulatory assets. It has 6 employees and 3 investment advisers.

## Questions

### How does Heinekamp Financial Planning & Tax Service structure its investment approach?

The firm structures investments around tax efficiency as the organizing principle. By housing both financial planning and tax preparation under one roof, it can coordinate portfolio decisions — asset location, withdrawal sequencing, gain/loss harvesting — with annual tax compliance in a way that outsourced models rarely match. Specific asset-class allocations are not publicly disclosed.

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Last updated: 2026-07-06T01:24:18.055Z

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