Falists

Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in IN, BLOOMINGTON

6 advisers found

CFCI

Bloomington, IN

AUM

$595.6M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

21 advisors

Clients

Fees

Percentage of AUM; Hourly charges

812-334-3190

AUM

$13.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

812-334-4000

Full profileNo website