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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN
237 advisers found
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
ARENA WEALTH MANAGEMENT LLC
Fort Wayne, IN
AUM
$79.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(260) 321-7694
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
CANTERBURY INVESTMENT MANAGEMENT, LLC
Zionsville, IN
AUM
$69.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
317-732-2075
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
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
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