CFCI
Bloomington, IN
AUM
$595.6M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
812-334-3190
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN
237 advisers found
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
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
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
QBOX FIDUCIARY SOLUTIONS, LLC
Fort Wayne, IN
AUM
$429.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
260-328-1889
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
INTREPID FINANCIAL PLANNING GROUP, LLC
Carmel, IN
AUM
$390.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
317-818-1776
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
HORIZON INVESTMENT SERVICES, LLC.
Hammond, IN
AUM
$363.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
219-852-3215
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