Fi3

What Fi3 does

Fi3 (legal entity Fi3 Financial Advisors, LLC, DBA Fi3 Advisors) is an independent, fee-only Registered Investment Advisor (RIA) and multi-family office founded in 2013 by Ivan Hoffman in Indianapolis, Indiana. The firm operates a single integrated service, branded as the Fi3 Family Office, that delivers the "Family CFO" model: a holistic engagement combining wealth planning, investment consulting, family leadership, estate and legacy planning, and lifestyle management for high net worth families and individuals, served through direct advisory relationships with CPAs and CERTIFIED FINANCIAL PLANNER practitioners on staff. Customers are segmented as "Innovators" (entrepreneurs, executives, professionals), "Independents" (individuals and families seeking actionable advice), and "Integrators" (multi-generational families focused on legacy).

The product surface spans a core Fi3 Family Office engagement plus dedicated modules for Financial Planning, Investment Management, Estate and Legacy Planning, Family Leadership, Wealth Planning, Investment Consulting, and Lifestyle Management, supported by annual Financial Planning Guides for client education. The technology stack is built on third-party platforms rather than proprietary AI: Frontier Engineer is leveraged for investment portfolio optimization, integrated asset allocation, scenario analysis, and tailored strategy construction, while Addepar serves as the consolidated client reporting and portal system with OAuth2-based login. No in-house AI/ML capabilities, patents, or proprietary models are disclosed.

Fi3 generates revenue exclusively through consulting fees, with Family Office services charged on an annual retainer basis and explicit policies against commissions, product sales, revenue sharing, or kickbacks. The firm markets primarily through content (monthly market reviews, quarterly investment considerations, annual outlook), community involvement on local boards and committees, and professional referral networks. As of May 2026, Wealthspire announced an agreement to acquire Fi3, with the firm to continue operating under existing leadership as part of Wealthspire's Fiducient Advisors business unit.

Name

Fi3

Legal name

Fi3 Financial Advisors, LLC

Website

https://fi3advisors.com

Company type

Private

Founded year

2013

Operating status

Acquired

Headcount range

1–10 employees

Short description

Fi3 is a fee-only RIA and multi-family office founded in 2013 that acts as a Family CFO for high net worth families, delivering integrated wealth planning, investment management, estate planning, and family leadership services on an annual retainer basis from Indianapolis, and was acquired by Wealthspire in May 2026.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Investment Management Advisory (RIA) (FSAEAAAB), Financial Planning–Led RIAs (FSAAACAB), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Family office services
• Fiduciary advisory

Headquarters

HQ city

Carmel

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Fee-Only Advisory Services: Fi3 operates exclusively as a fee-only RIA, receiving compensation only through consulting fees for advice. No commissions, product sales, revenue sharing arrangements, or kickbacks. For Family Office services, charges are on an annual retainer basis where fees do not increase if clients liquidate business assets or concentrated stock positions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Fi3 is an independent, fee-only Registered Investment Advisor (RIA) and multi-family office that serves high net worth families as their Family CFO. The firm integrates wealth planning, investment consulting, and family leadership under a single coordinated offering, with services delivered by CPAs and CERTIFIED FINANCIAL PLANNER practitioners on an annual retainer basis.

Product overview

Fi3 is an independent, fee-only Registered Investment Advisor (RIA) and multi-family office that operates as a single integrated service under the 'Fi3 Family Office' brand. The core offering is the Family CFO model, which integrates three primary solution pillars—Family Leadership, Wealth Planning, and Investment Consulting—along with Lifestyle Management services. Financial Planning, Investment Management, and Estate and Legacy Planning are the key service modules delivered by CPAs and CFP practitioners. The firm leverages Frontier Engineer for investment analytics. The company targets high net worth individuals and families, categorized as Innovators, Independents, and Integrators, with services provided on an annual retainer basis.

Differentiator

Problem solved

Functional benefit

Brands

• The Fi3 Family Office: A multi-family office service offering under Fi3, providing comprehensive wealth management, investment consulting, and family leadership services to high net worth families.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

One partnership is on record.

• WealthspireflagshipStrategic or Co-development Partner · 7 May 2026Wealthspire, an independent wealth management firm, announced agreement to acquire Fi3 Advisors for approximately $1.2 billion in assets under management. The acquisition builds on a decade-long relationship between the firms and supports Wealthspire's expansion into serving high net worth and ultra-high net worth families following its launch of Wealthspire Family Office. Fi3 will continue operating under its existing leadership team, with clients gaining access to Wealthspire's expanded financial planning resources and Family Office capabilities including advanced tax and estate planning, life management, and trust services.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Aspiriant: Fee-only RIA serving HNW households with integrated financial planning, investment management, and tax services. Comparable to Fi3 in fee-only fiduciary structure and HNW multi-disciplinary service model.
• Oxford Financial Group: Indianapolis-based RIA and multi-family office serving HNW families with integrated financial planning, tax, and investment management. Highly comparable to Fi3 in geography, client segment, and service model; both also share talent lineage (Ivan Hoffman and Matt Simpson previously worked at Oxford).
• Moneta Group: Fee-only RIA serving HNW and UHNW households with integrated financial planning, investment management, and tax services. Comparable to Fi3 in fee-only structure, HNW focus, and CPA-led integrated planning approach.

Broad incumbents

• Rockefeller Capital Management: Wealth management and multi-family office firm serving UHNW individuals and families with investment advisory, planning, and family office services. Comparable to Fi3 in HNW/UHNW client focus and multi-family office structure.
• Bessemer Trust: Multi-family office managing wealth for UHNW families across generations, with integrated investment management, trust, and family governance services. Highly comparable to Fi3 in multi-family office positioning, but with significantly larger AUM and national reach.
• Carson Group: National wealth management firm supporting HNW households and advisor partners with financial planning, investment, and tax services. Comparable to Fi3 in HNW focus and integrated planning; very different in scale and partner-channel distribution.
• Mariner Wealth Advisors: National RIA and multi-family office offering comprehensive wealth planning, investment management, and family office services to HNW and UHNW clients. Comparable in service model and target segment, but operates at substantially greater scale.
• Creative Planning: Large fee-only RIA providing financial planning, investment management, and tax services to HNW individuals and families nationwide. Comparable to Fi3 in fee-only structure and integrated planning approach; significantly larger scale.
• Key Private Bank: Private banking arm of KeyBank providing wealth management, investment, and planning services to HNW individuals and families. Comparable to Fi3's HNW client focus; serves as a larger incumbent alternative (and former employer of Fi3's founder).
• BMO Private Bank: Large private banking and wealth management division offering investment management, estate, and tax planning to HNW households. Comparable to Fi3 in target client and service breadth, but operates at significantly greater scale and as part of a diversified bank.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/fi3advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fi3