# Heinekamp Financial Planning & Tax Service LLC

> Heinekamp Financial Planning & Tax Service LLC is a state-registered investment advisory firm in Brownsburg, IN, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 121857
- Filed as: HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brownsburg, IN
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121857
- AdvisorCensus page: https://advisorcensus.com/firm/heinekamp-financial-planning-and-tax-service-llc-brownsburg-in-121857

## Quick answers

**How is Heinekamp Financial Planning & Tax Service LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Heinekamp Financial Planning & Tax Service LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heinekamp Financial Planning & Tax Service LLC located?**
Heinekamp Financial Planning & Tax Service LLC's principal office is in Brownsburg, IN, according to its Form ADV.

**Is Heinekamp Financial Planning & Tax Service LLC registered with the SEC or a state?**
Heinekamp Financial Planning & Tax Service LLC is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 121857.

**How much does Heinekamp Financial Planning & Tax Service LLC manage?**
Heinekamp Financial Planning & Tax Service LLC reports $53,037,663 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Heinekamp Financial Planning & Tax Service LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (230).

**Does Heinekamp Financial Planning & Tax Service LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121857

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $53,037,663
- Discretionary: $53,037,663
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 230 | $53,037,663 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1998 (28 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [heinekampfinancial.com](https://heinekampfinancial.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heinekamp Financial Planning & Tax Service LLC (CRD 121857): Form ADV filing data as of October 2026.