PHILLIPS FINANCIAL
Fort Wayne, IN
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
260-420-7732
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN, FORT WAYNE
23 advisers found
WEALTH ADVISORS GROUP
Fort Wayne, IN
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
260-619-3100
VESTIA PERSONAL WEALTH ADVISORS
Fort Wayne, IN
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
877-669-1126
GALECKI FINANCIAL MANAGEMENT INC
Fort Wayne, IN
AUM
$929.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
260-436-8525
HOWARD BAILEY SECURITIES, LLC
Fort Wayne, IN
AUM
$582.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
260-482-9559
MONARCH CAPITAL MANAGEMENT INC
Fort Wayne, IN
AUM
$495.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
260-422-2765
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
Fort Wayne, IN
AUM
$438.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
260-436-2051
QBOX FIDUCIARY SOLUTIONS, LLC
Fort Wayne, IN
AUM
$429.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
260-328-1889
MARIPAU WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$363.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
260-493-3930
COMPASS FINANCIAL ADVISORS LLC
Fort Wayne, IN
AUM
$282.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-490-7878
TRADEWELL TAX & FINANCIAL
Fort Wayne, IN
AUM
$275.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
260-490-2084
FINANCIAL PLANNING SERVICES
Fort Wayne, IN
AUM
$212.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
260-469-3218
APPLE TREE ASSET MANAGEMENT, LLC
Fort Wayne, IN
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-637-7278
LUMINARY WEALTH
Fort Wayne, IN
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-420-2500
MOUNTAIN PEAK WEALTH ADVISORS, LLC
Fort Wayne, IN
AUM
$84.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(260) 435-1200
ARENA WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$79.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(260) 321-7694
HALEY & SUMMERS WEALTH MANAGEMENT, INC.
Fort Wayne, IN
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
260-437-0254
SOLVE CONSULTING GROUP, LLC
Fort Wayne, IN
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
260-418-9150
HOULIHAN ASSET MANAGEMENT LLC
Fort Wayne, IN
AUM
$52.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(260) 422-2929
BASSETT FINANCIAL ADVISORS
Fort Wayne, IN
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
260-432-6555
MABRY WEALTH MANAGEMENT, LLC
Fort Wayne, IN
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(260) 600-0123
WISE WEALTH MANAGEMENT
Fort Wayne, IN
AUM
$6.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
260-704-7168
KROUSE STUREMAN & ASSOCIATES, INC.
Fort Wayne, IN
AUM
$56.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
260-484-9977
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