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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in IN
127 advisers found
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
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
GIMBAL FINANCIAL, LLC
Carmel, IN
AUM
$290.0M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
317-578-1600
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
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
Brownsburg, IN
AUM
$287.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-350-4255
FREEMAN, WILL & NIEMEIER, INC.
Evansville, IN
AUM
$284.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
812-425-1030
COMPASS FINANCIAL ADVISORS LLC
Fort Wayne, IN
AUM
$282.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-490-7878
CBG & COMPANY, INC.
Fishers, IN
AUM
$270.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-257-7400
BANKER INVESTMENT GROUP
West Lafayette, IN
AUM
$260.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
765-497-0197
AN EXCEPTIONAL LIFE FINANCIAL, LLC
Indianapolis, IN
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-941-6492
LAUGHLIN FINANCIAL LLC
Bloomington, IN
AUM
$200.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
812-552-2113
PILE WEALTH MANAGEMENT
Indianapolis, IN
AUM
$188.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(317) 269-3454
COMPREHENSIVE FINANCIAL CONSULTANTS
Cicero, IN
AUM
$187.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-984-7693
DAVID P. GILLIAM & ASSOCIATES, INC.
Muncie, IN
AUM
$186.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
765-281-0012
WABASH CAPITAL, INC.
Terre Haute, IN
AUM
$173.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
812-242-9113
LAUER WEALTH MANAGEMENT
Valparaiso, IN
AUM
$160.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
219-243-8129
SPYGLASS INVESTMENT MANAGEMENT
Terre Haute, IN
AUM
$156.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(812) 238-8484
WERNER FINANCIAL
Indianapolis, IN
AUM
$152.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
317-735-9202
APPLE TREE ASSET MANAGEMENT, LLC
Fort Wayne, IN
AUM
$151.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
260-637-7278
HOBBS WEALTH MANAGEMENT
Zionsville, IN
AUM
$146.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-559-2940
FORTITUDE PRIVATE WEALTH
Carmel, IN
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-819-8550