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Indie Financial Planning
INDIE FINANCIAL PLANNING is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
INDIE FINANCIAL PLANNING is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Year founded
2019
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Principals
Dani Fava
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Indie Financial Planning?
Dani Fava, founder and lead advisor, makes all investment decisions. She previously held senior roles at Envestnet and TD Ameritrade, giving her a background in platform technology and advisor ecosystems.
What client segment does Indie Financial Planning serve?
The firm serves professional women in the technology sector — a demographic that often faces unique financial planning needs such as equity compensation, stock options, and career transitions. The firm explicitly targets this niche rather than serving a broad retail audience.
How does Indie Financial Planning invest client assets?
The firm uses a passive indexing strategy built on low-cost ETF and index fund portfolios. It avoids individual stocks, active managers, and alternative investments. The focus is on tax efficiency, rebalancing, and alignment with each client's risk profile (per the firm's public statements).
What is Indie Financial Planning's fee structure?
Indie Financial Planning is a fee-only RIA, meaning it charges clients a flat or percentage-based fee for planning and asset management. It does not earn commissions, trailers, or referral fees from product sales.
Where is Indie Financial Planning based, and does it serve clients outside Seattle?
The firm is headquartered in Seattle, Washington, and serves clients primarily in the Seattle area and other US tech hubs. It is unknown whether the firm holds state registrations beyond Washington or operates virtually across multiple states.
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