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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IN
223 advisers found
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
PELOTON CAPITAL MANAGEMENT
Indianapolis, IN
AUM
$282.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-559-1700
TRADEWELL TAX & FINANCIAL
Fort Wayne, IN
AUM
$275.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
260-490-2084
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
WELLINGTON INVESTMENT ADVISORS
Bloomington, IN
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
812-333-0874
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
STRIVE FINANCIAL GROUP, LLC
Carmel, IN
AUM
$246.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(317) 590-0146
TRUST INVESTMENT ADVISORS
Indianapolis, IN
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SPECIAL PROJECT FEES
317-253-2000
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Greenwood, IN
AUM
$222.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(317) 851-9718
ASSET MANAGEMENT STRATEGIES, INC.
Indianapolis, IN
AUM
$220.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
3175776912
FOUR QUADRANT WEALTH ADVISORS, INC.
Carmel, IN
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
877-441-5144
FINANCIAL PLANNING SERVICES
Fort Wayne, IN
AUM
$212.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
260-469-3218
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
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
KOON FINANCIAL PLANNING & CONSULTING/KFP&C
Greenwood, IN
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-887-1714
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