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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IN
237 advisers found
FORTIFIED WEALTH
Elkhart, IN
AUM
$16.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 737-5307
MIDWEST CAPITAL FINANCIAL ADVISORS, LLC
Decatur, IN
AUM
$16.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
260-724-4472
SEEK & FIND FINANCIAL
Chesterton, IN
AUM
$13.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
219-316-9839
ABOUND WEALTH STRATEGIES
Indianapolis, IN
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
317-672-2591
MABRY WEALTH MANAGEMENT, LLC
Fort Wayne, IN
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(260) 600-0123
WHITESTONE CAPITAL MANAGEMENT LLC
New Albany, IN
AUM
$11.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
812-697-1537
MONUMENT ADVISERS
Carmel, IN
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
317-210-1051
PILLAR WEALTH LLC
Franklin, IN
AUM
$8.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
317-998-3264
MY-FINANCIAL-ADVOCATE
Indianapolis, IN
AUM
$8.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
866-734-9688
WRIGHT PLANNING, LLC
Fishers, IN
AUM
$8.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
317-537-1987
GUNNELL FINANCIAL PLANNING
Plainfield, IN
AUM
$7.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-203-4433
SDM INVESTMENTS, LLC
Merrillville, IN
AUM
$7.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8889880858
AUM
$7.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
317-697-1618
MACKHOUSE CAPITAL
Clarksville, IN
AUM
$7.1M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
812-205-2191
ZAKI FINANCIAL LLC
Indianapolis, IN
AUM
$7.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
317-208-5566
WISE WEALTH MANAGEMENT
Fort Wayne, IN
AUM
$6.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
260-704-7168
PLAN WISE WEALTH GROUP, LLC
Indianapolis, IN
AUM
$4.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(317) 759-7328
ROCKFORD GROUP INVESTMENT ADVISOR
Carmel, IN
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-689-7491
SKYVIEW CAPITAL MANAGEMENT
Brownsburg, IN
AUM
$3.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
317-919-1654
HELPING HAND FINANCIAL, LLC
Greenwood, IN
AUM
$1.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-561-0453
RIM GROUP
Indianapolis, IN
AUM
$1.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
317-308-9690
HARBOUR WEALTH PARTNERS, INC.
Indianapolis, IN
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
317-579-4844
AUM
—
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
574-334-9499