How many financial advisors are in Greenwood, Indiana?

Falists lists 7 registered investment advisers with a principal office or filing address in Greenwood, Indiana, based on public SEC IAPD data.

How do financial advisors in Greenwood charge fees?

Fee structures vary by firm. In Greenwood, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Greenwood?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Indiana · 7 advisers

Financial Advisors in Greenwood, Indiana

Looking for a financial advisor in Greenwood, Indiana? Falists indexes 7 SEC-registered and state-registered investment advisers in Greenwood — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $610.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$610.6M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning7 Trusts6 Retirement Institutional1

Top advisors in Greenwood

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

FINANCIAL PLANS & STRATEGIES, INC.

Greenwood, IN

AUM

$610.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

317-882-7675

Full profile Visit site →

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Greenwood, IN

AUM

$222.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(317) 851-9718

Full profile Visit site →

KOON FINANCIAL PLANNING & CONSULTING/KFP&C

Greenwood, IN

AUM

$146.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

317-887-1714

Full profile Visit site →

BENHAM ADVISORY GROUP

Greenwood, IN

AUM

$94.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM; Hourly charges

317-300-1674

Full profile Visit site →

ON TARGET WEALTH PARTNERS, LLC

Greenwood, IN

AUM

$27.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

317-731-7243

Full profile Visit site →

HELPING HAND FINANCIAL, LLC

Greenwood, IN

AUM

$1.9M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

800-561-0453

Full profile Visit site →

MARIAN INVESTOR COACHING, INC.

Greenwood, IN

AUM

Financial PlanningFee-Only/Hourly

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

317-888-9465

Full profile Visit site →

More cities in Indiana

Indianapolis (92)Carmel (38)Fort Wayne (27)Fishers (15)Columbus (8)South Bend (8)Zionsville (8)Bloomington (7)Evansville (6)Jeffersonville (5)Lafayette (4)New Albany (4)

Common questions

How many financial advisors are in Greenwood, Indiana?: 7 registered investment advisers are listed in our Greenwood directory, sourced from public SEC filings.
What types of advisors are in Greenwood?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Greenwood?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.