CARDINAL CAPITAL MANAGEMENT, LLC
Muncie, IN
AUM
$94.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
765-289-8888
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IN
223 advisers found
BENHAM ADVISORY GROUP
Greenwood, IN
AUM
$94.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
317-300-1674
USA FIRST FINANCIAL
Indianapolis, IN
AUM
$91.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-886-0182
LUMINARY WEALTH
Fort Wayne, IN
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
260-420-2500
DYNAMIC LEGACY PLANNING
Greenfield, IN
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
3174777283
GINERIS WEALTH MANAGEMENT
Dyer, IN
AUM
$89.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
219-359-4205
SANTIAGO.LIFE
Fishers, IN
AUM
$88.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
317-593-9390
WISELY ADVISED
Dyer, IN
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
219-214-1212
PARK + ELM INVESTMENT ADVISERS
Carmel, IN
AUM
$88.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-727-5356
MOUNTAIN PEAK WEALTH ADVISORS, LLC
Fort Wayne, IN
AUM
$84.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(260) 435-1200
WALSH ADVISORS
Crown Point, IN
AUM
$82.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
517-231-1152
FORSYTHE WEALTH MANAGEMENT, INC.
Crown Point, IN
AUM
$79.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(219) 213-2537
GENUINE WEALTH ADVISORS, LLC
Indianapolis, IN
AUM
$76.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-207-5596
SCHMIDT WEALTH MANAGEMENT, L.L.C.
Lawrenceburg, IN
AUM
$70.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513)305-1896
MCAVOY KEMP WEALTH MANAGEMENT, LLC
Columbus, IN
AUM
$70.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
812-376-6463
FIERCE WEALTH MANAGEMENT GROUP LLC
Indianapolis, IN
AUM
$69.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
317-608-6545
HALEY & SUMMERS WEALTH MANAGEMENT, INC.
Fort Wayne, IN
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
260-437-0254
INTEGRITY WEALTH ADVISORS
Granger, IN
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
574-703-3987
BBK WEALTH LLC
Fishers, IN
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(317) 207 - 0730
TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.
Zionsville, IN
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
317-217-1660
FUHRMANN CAPITAL
Indianapolis, IN
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-641-2827
BLEND WEALTH
Indianapolis, IN
AUM
$55.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(317) 854-5656
BRIGHTSTONE ADVISORS LLP
Fishers, IN
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-576-8544
SOLVE CONSULTING GROUP, LLC
Fort Wayne, IN
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
260-418-9150