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

Showing Trusts & Estates advisors in IN

237 advisers found

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

AYDT INVESTMENT MANAGEMENT, INC.

Evansville, IN

AUM

$46.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

812-424-7008

Full profileNo website

ABOVE & BEYOND INVESTMENTS, LLC

Bloomington, IN

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

AXIS FINANCIAL, LLC

Odon, IN

AUM

$10.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

812-636-2222

Full profileNo website

I4 ADVISORS LLC

Indianapolis, IN

AUM

$10.0M

Financial PlanningWealth MgmtRetirementFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

317-251-6770

Full profileNo website

WEALTHGUIDES LLC

Indianapolis, IN

AUM

$4.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

3175337707

Full profileNo website

KINDER FINANCIAL SERVICES

Nashville, IN

AUM

$561K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

812-599-9731

Full profileNo website

LIFELONG INVESTSMENTS

West Lafayette, IN

AUM

—

Financial PlanningTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Hourly charges · Fixed fees +1 more

765-838-2602

Full profileNo website
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