Search advisors

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

3 advisers found

Elkhart, IN

AUM

$38.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Fixed fees; PERCENTAGE OF CLIENT NET WORTH

574-206-4454

Elkhart, IN

AUM

$16.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(800) 737-5307

Elkhart, IN

AUM

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

574-264-0395