FI3 FINANCIAL ADVISORS, LLC
Indianapolis, IN
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
317-426-8800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IN
223 advisers found
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
FINANCIAL ENHANCEMENT GROUP
Anderson, IN
AUM
$987.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
765-640-1524
WALTER KEENAN WEALTH MANAGEMENT
South Bend, IN
AUM
$983.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
574-287-5977
AMI INVESTMENT MANAGEMENT INC
Kendallville, IN
AUM
$963.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-347-1281
EVERNEST FINANCIAL ADVISORS
Carmel, IN
AUM
$963.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
317-556-1015
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
HURLOW WEALTH MANAGEMENT GROUP, INC.
Bloomington, IN
AUM
$794.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(812) 333-4726
SYCAMORE FINANCIAL GROUP
Kokomo, IN
AUM
$787.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
765-455-1554
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
Indianapolis, IN
AUM
$776.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-552-0505
QUANTUM FINANCIAL SERVICES INC.
Indianapolis, IN
AUM
$730.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-845-1786
HALTER FERGUSON FINANCIAL INC
Carmel, IN
AUM
$705.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
317-875-0202
INDIE ASSET PARTNERS, LLC
Carmel, IN
AUM
$685.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
317-428-6600
THE FINANCIAL RESOURCE CENTER
Carmel, IN
AUM
$642.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-871-8571
NORTHWEST FINANCIAL SERVICES INC
Indianapolis, IN
AUM
$634.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
317-844-0448
MERIDIAN INVESTMENT ADVISORS, INC.
Indianapolis, IN
AUM
$628.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-573-5257
HILLTOP WEALTH & TAX SOLUTIONS
Mishawaka, IN
AUM
$616.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
574-889-7526
FINANCIAL PLANS & STRATEGIES, INC.
Greenwood, IN
AUM
$610.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
317-882-7675
WEALTH ADVISORY SOLUTIONS, LLC
Zionsville, IN
AUM
$599.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-559-2945
KIRR, MARBACH & COMPANY, LLC
Columbus, IN
AUM
$587.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM
812-376-9444
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
MONON WEALTH MANAGEMENT
Carmel, IN
AUM
$546.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
(317) 993-3999
GETTINGS BUSCH WEALTH MANAGEMENT
Lafayette, IN
AUM
$541.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
765-742-7366
IMC ADVISORS, LLC
Columbus, IN
AUM
$540.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-3331