AUSTIN FINANCIAL STRATEGIES, INC.
Indianapolis, IN
AUM
$19.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
317-889-1506
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
317 advisers found
CORNERSTONE ADVISORY, LLC
Greenfield, IN
AUM
$19.4M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
317-462-3310
Full profileNo website
MORRIS GROUP ADVISORY SERVICE, INC
Indianapolis, IN
AUM
$18.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
317-217-5440
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
TURPIN & ASSOCIATES INC
Indianapolis, IN
AUM
$6.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
317-362-9697
Full profileNo website
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-382-7000
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
POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC
Indianapolis, IN
AUM
$1.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
317-888-1400
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
ERLANG101 CAPITAL MANAGEMENT LLC
Fishers, IN
AUM
$420K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
317-426-9298
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
CAPITAL FINANCIAL MANAGEMENT, INC.
Indianapolis, IN
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Commissions
317-594-0023
Full profileNo website
CIVITAS FINANCIAL LLC
Indianapolis, IN
AUM
—
Team
4 advisors
Clients
—
Fees
Fixed fees; REFERRAL FEES
317-956-2027
Full profileNo website
Full profileNo website
FORESIGHT WEALTH ADVISORY, LLC
Indianapolis, IN
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-584-0133
Full profileNo website
Full profileNo website
LEGACY FINANCIAL PLANNERS LLC
Carmel, IN
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Hourly charges; A % OF ASSETS UNDER OTHER RIA PER AGREEMENT
317-844-7606
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
MOSAIC WEALTH MANAGEMENT LLC
Bloomington, IN
AUM
$0
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
812-333-3275
Full profileNo website