Fee-only adviser · Fishers, IN
CBG & Company, Inc.
CBG & Company, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fishers, Indiana. On its latest Form ADV, filed March 18, 2026, it reports $271M in regulatory assets under management, 161 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 149225 · SEC file 801-112354 |
| Office | 14074 Trade Center Drive Suite 151 Fishers, IN 46038 |
| Phone | (317) 257-7400 |
| Website | www.cbgfinancialplanning.com |
| Regulatory assets under management | $271M |
| Individual clients | 47 non-high-net-worth, 114 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fishers
- Hendershott Wealth Management, LLC $306M
- Norwood Economics, Inc. $107M
- Santiago.life $89M
- Genesis Advisors, LLC $121M
- BBK Wealth LLC $63M
- Servant Capital Advisors $102M
See all 12 fee-only advisers in Fishers →
Nearby
- Indianpolis 1 firm
- Noblesville 2 firms
- Indianapolis 37 firms
- Carmel 25 firms
- Zionsville 3 firms
- Pendleton 1 firm
- Greenfield 1 firm
- Brownsburg 2 firms
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