OXFORD FINANCIAL GROUP, LTD
Carmel, IN
AUM
$23.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-843-5678
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IN, CARMEL
24 advisers found
VALEO FINANCIAL ADVISORS, LLC
Carmel, IN
AUM
$12.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
119 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
317.218.6000
AUM
$6.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
317-975-5033
MJ RETIREMENT
Carmel, IN
AUM
$5.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-805-7500
GOELZER INVESTMENT MANAGEMENT
Carmel, IN
AUM
$4.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
317-264-2600
WINTHROP CAPITAL MANAGEMENT
Carmel, IN
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-663-7500
EVERNEST FINANCIAL ADVISORS
Carmel, IN
AUM
$963.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
317-556-1015
HALTER FERGUSON FINANCIAL INC
Carmel, IN
AUM
$705.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
317-875-0202
INDIE ASSET PARTNERS, LLC
Carmel, IN
AUM
$685.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
317-428-6600
THE FINANCIAL RESOURCE CENTER
Carmel, IN
AUM
$642.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-871-8571
MONON WEALTH MANAGEMENT
Carmel, IN
AUM
$546.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
(317) 993-3999
STRIVE FINANCIAL GROUP, LLC
Carmel, IN
AUM
$246.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(317) 590-0146
FOUR QUADRANT WEALTH ADVISORS, INC.
Carmel, IN
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
877-441-5144
FORTITUDE PRIVATE WEALTH
Carmel, IN
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-819-8550
INTEGRATED INVESTMENT STRATEGIES,INC.
Carmel, IN
AUM
$104.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-843-5577
CIRCLE CITY WEALTH MANAGEMENT LLC
Carmel, IN
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees; FLAT DOLLAR AMOUNT
(317) 734-0375
PARK + ELM INVESTMENT ADVISERS
Carmel, IN
AUM
$88.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-727-5356
TRUE WEALTH STEWARDS
Carmel, IN
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-567-9008
CATALYZE WEALTH MANAGEMENT
Carmel, IN
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(317) 537-7526
LEWIS WEALTH MANAGEMENT, LLC
Carmel, IN
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(317) 503-3680
MONUMENT ADVISERS
Carmel, IN
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
317-210-1051
ROCKFORD GROUP INVESTMENT ADVISOR
Carmel, IN
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-689-7491
CADE GROUP, INC.
Carmel, IN
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
317-848-7110
Full profileNo website
LEGACY FINANCIAL PLANNERS LLC
Carmel, IN
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Hourly charges; A % OF ASSETS UNDER OTHER RIA PER AGREEMENT
317-844-7606
Full profileNo website