ELEVATED FINANCIAL GROUP
Indianapolis, IN
AUM
$532.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-533-7721
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IN
223 advisers found
REIFY WEALTH ADVISORS, INC.
Indianapolis, IN
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
317-872-5090
PATHWAY FINANCIAL ADVISERS, LLC
Auburn, IN
AUM
$524.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-925-2887
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
THE WELLINGTON GRP LLC
Indianapolis, IN
AUM
$473.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; ONBOARDING FEES
317-846-5055
SMITH FINANCIAL
Kokomo, IN
AUM
$456.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
765-459-4111
MINDSET WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$445.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
317-348-4655
HOLISTIC FINANCIAL PARTNERS, LLC
Indianapolis, IN
AUM
$444.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
317-550-3400
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
STOREN FINANCIAL
Zionsville, IN
AUM
$438.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-733-1000
AXIOM FINANCIAL STRATEGIES GROUP, LLC
New Albany, IN
AUM
$404.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
812-913-7701
FORUM PRIVATE CLIENT GROUP
Fishers, IN
AUM
$403.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
317-558-6322
OXINAS PARTNERS WEALTH MANAGEMENT
Jeffersonville, IN
AUM
$391.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(812) 725-8649
VISTA INVESTMENT PARTNERS
Richmond, IN
AUM
$383.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
765-962-5153
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
KESSLER INVESTMENT GROUP, LLC
Columbus, IN
AUM
$359.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
812-314-0083
BOOKENDS FINANCIAL PLANNING
Indianapolis, IN
AUM
$338.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
317-859-2502
CHARTER ADVISORY CORPORATION
Indianapolis, IN
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-844-7416
CURRY WEBB WEALTH MANAGEMENT LLC
Indianapolis, IN
AUM
$332.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
317-999-5323
KOTYS WEALTH PROFESSIONALS
Valparaiso, IN
AUM
$308.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
219-465-6924
ONEAMERICA SECURITIES, INC.
Indianapolis, IN
AUM
$306.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
306 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-285-3863
HENDERSHOTT WEALTH MANAGEMENT, LLC
Fishers, IN
AUM
$305.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-743-6500
PROVIDER FINANCIAL, INC.
Indianapolis, IN
AUM
$304.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(317)706-0890
CAPITAL CITIES INVESTMENTS
Indianapolis, IN
AUM
$287.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
317-475-4500