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 Wealth Management advisors in IN, FORT WAYNE
24 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
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT
Fort Wayne, IN
AUM
$463K
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-814-8650
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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