Indianapolis Fee Only Financial Advisor

Since 2003, Charles A. Liles & Associates has guided its clients in creating and implementing
investment and wealth management plans. The firm is a private, independent and fee-only
registered investment advisor serving individuals and families with investment assets under
advisement beginning at $500,000. A disciplined and collaborative process is followed to craft
an investment plan during which aspects of insurance, savings and credit, estate planning,
family giving and transfers, charitable giving and philanthropy, retirement planning, and taxes
are also reviewed and issues identified for further attention. Taking a thoughtful and deliberate
process ensures the basis for a complete and enduring wealth management relationship.

Why An Indianapolis Fee Only Financial Advisor?

Charles A. Liles & Associates is compensated by you, the client, in the form of a fee
based upon the market value of the investments you have entrusted with the firm. The fee
schedule is clear, easy to understand and can be found by clicking on the Services tab and then
Compensation.

Fee Only Financial Advisor With Your Best Interests in Mind

The only compensation Charles A. Liles & Associates receives is paid by you. The firm
receives no compensation of any other kind, such as sales commissions, or from any other
source such as unpaid research known as soft dollars. As a Registered Investment Advisor, the
firm serves as a fiduciary and always places your best interests first.

Holistic Indianapolis Fee Only Financial Advisor

Dedicated to the holistic financial health of its clients, the firm goes beyond the
development and management of investment plans, by counseling clients in the wealth
management areas of insurance, savings and credit, estate planning, family giving and transfers,
charitable giving and philanthropy, retirement planning, and taxes.

Trusted Fee Only Financial Advisor

A client’s and family’s financial situation and goals evolve over time and as a trusted
advisor and counselor, the firm forms enduring relationships with its clients spanning many
years and multiple generations.

Thank you for your interest. Please explore our website and contact us if you find the firm’s
process and philosophy an appealing approach to providing clarity and focus to your financial
life. The firm is committed to earning your trust and confidence.