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BOOKENDS FINANCIAL PLANNING
Legal name: WETZEL INVESTMENT ADVISORS, INC.
CRD 305301File 801-117718
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$338.3M
Below cohort median (national)
Discretionary AUM
$338.3M
Clients
521
1,336 accounts
Employees
10
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2020
- Principal office
- 7320 US 31 S, INDIANAPOLIS, IN, 46227
- Phone
- 317-859-2502
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $338.3M
- Discretionary AUM
- $338.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,336
- Non-discretionary accounts
- 0
- Total accounts
- 1,336
- AUM per client
- $649K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $221K |
| High net worth individuals | 89 | $208.4M |
| Individuals (other than high net worth individuals) | 431 | $129.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — COMBINATION FOR FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.