SEC Form ADV

BOOKENDS FINANCIAL PLANNING

Registered Investment AdviserIN
$338.3M
Assets Under Management
1,336
Total Clients
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Registration Details

Accession
CRD-305301
Location
INDIANAPOLIS, IN
Filing Date
March 24, 2026
AUM
$338.3M
Total Clients
1,336
Amendment
No

About this Adviser

BOOKENDS FINANCIAL PLANNING is a registered investment adviser headquartered in INDIANAPOLIS, IN, managing approximately $338.3M in assets across 1,336 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.