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FI3 FINANCIAL ADVISORS, LLC
SEC RegisteredINDIANAPOLIS, INhttps://twitter@fi3advisors.com317-426-8800
Assets Under Management
$1B–$5B
Employees
21
Office Locations
1 office
Total Accounts
1643
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Services
investment_managementfinancial_planningestate_planningtax_planninginsurancecollege_planningcharitable_givingcash_flow_planningrisk_management
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 63 | $30M |
| High Net Worth Individuals | 183 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $8.2M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Ivan Douglas Hoffman
MANAGING PARTNER/CHIEF COMPLIANCE OFFICER
Matthew Joseph Simpson
BUSINESS PARTNER
Samuel David Muse
BUSINESS PARTNER
Office locations
1 office in 1 state
IN
INDIANAPOLISHQ
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#168005
SEC Number
801-113218
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
| Asset tier | Annual rate |
|---|---|
| Family CFO - First $5,000,000 | 0.65% |
| Family CFO - Next $10,000,000 | 0.45% |
| Family CFO - Next $15,000,000 | 0.35% |
| Family CFO - Above $30,000,000 | 0.25% |
| Monitoring - First $10,000,000 | 0.20% |
| Monitoring - Above $10,000,000 | 0.05% |
| Pension Consulting - First $1,000,000 | 0.50% |
| Pension Consulting - Over $1,000,000 | 0.25% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
twitter@fi3advisors.comPhone
317-426-8800Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FI3 FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.