HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC
Brownsburg, IN
AUM
$53.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
317-852-8184
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IN
223 advisers found
ARENA WEALTH ADVISORS LLC
Jeffersonville, IN
AUM
$52.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
502-396-7375
THE SCHAMBER GROUP, INC.
Lafayette, IN
AUM
$52.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
765-807-0683
HOULIHAN ASSET MANAGEMENT LLC
Fort Wayne, IN
AUM
$52.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(260) 422-2929
BASSETT FINANCIAL ADVISORS
Fort Wayne, IN
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
260-432-6555
TRUE WEALTH STEWARDS
Carmel, IN
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-567-9008
NORTHBOUND WEALTH
Indianapolis, IN
AUM
$43.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-399-1107
CATALYZE WEALTH MANAGEMENT
Carmel, IN
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(317) 537-7526
REGAL CAPITAL MANAGEMENT, INC.
Bedford, IN
AUM
$43.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
812-275-8808
LEWIS WEALTH MANAGEMENT, LLC
Carmel, IN
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(317) 503-3680
SUNRIFT CAPITAL PARTNERS LLC
Plainfield, IN
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
317-272-5810
MWM ADVISORY GROUP, LLC
Valparaiso, IN
AUM
$39.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
219-510-5069
RELEVANT FINANCIAL ADVISORS LLC
Elkhart, IN
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees; PERCENTAGE OF CLIENT NET WORTH
574-206-4454
DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS
Indianapolis, IN
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
765-479-2568
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
Indianapolis, IN
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
317-253-2000
VERTICAL WEALTH, LLC
Indianapolis, IN
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
317-456-5444
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
South Bend, IN
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(574) 232-8000
ON TARGET WEALTH PARTNERS, LLC
Greenwood, IN
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
317-731-7243
PATRICIA HEATON PARKER, CFP
Zionsville, IN
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8122410002
TRUE NORTH WEALTH
Parker City, IN
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
765-896-4480
LINDSEY WEALTH MANAGEMENT
Vincennes, IN
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
812-316-2079
VALENTINE WEALTH MANAGEMENT
Seymour, IN
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(812) 329-0902
VECTOR FINANCIAL SERVICES, LLC
Syracuse, IN
AUM
$19.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
855-932-2932
RATON WEALTH
Fishers, IN
AUM
$18.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
3179672010