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

Showing Wealth Management advisors in IN

275 advisers found

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

OXFORD CAPITAL

West Lafayette, IN

AUM

$1.2M

Wealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

313-475-2013

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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