Financial Advisors in Indiana
Browse 158 financial advisors in Indiana — page 1 of 4.
3fourteen & smi advisory services, llc
columbus, IN
40/86 advisors, inc.
carmel, IN
aldebaran capital, llc
carmel, IN
alloy partners, inc.
indianapolis, IN
ami investment management inc
kendallville, IN
an exceptional life financial, llc
indianapolis, IN
apple tree asset management, llc
Fort Wayne, IN
archer investment corporation
carmel, IN
asset management strategies, inc.
indianapolis, IN
atlas capital management corp
Fort Wayne, IN
axia advisory
indianapolis, IN
axiom financial strategies group, llc
new albany, IN
bam credit manager, llc
carmel, IN
banker investment group
west lafayette, IN
barrel strength partners llc
indianapolis, IN
baxter capital management inc
indianapolis, IN
bedel financial consulting inc
indianapolis, IN
bischoff wealth management group, llc
greenwood, IN
bml capital management, llc
zionsville, IN
bookends financial planning
indianapolis, IN
canterbury investment management, llc
zionsville, IN
capital advisor network
lafayette, IN
capital cities investments
indianapolis, IN
capital cities, llc
indianapolis, IN
cbg & company, inc.
fishers, IN
centerfield capital partners
indianapolis, IN
ceres partners, llc
south bend, IN
cfci
bloomington, IN
cfg wealth management services inc
indianapolis, IN
charter advisory corporation
indianapolis, IN
cid capital ii, inc.
carmel, IN
compass financial advisors llc
Fort Wayne, IN
comprehensive financial consultants
cicero, IN
core wealth advisors
indianapolis, IN
corevision financial group
shelbyville, IN
creative financial designs, inc.
kokomo, IN
crf financial group
indianapolis, IN
curry webb wealth management llc
indianapolis, IN
cx institutional, llc
auburn, IN
cxi advisors, llc
auburn, IN
david p. gilliam & associates, inc.
muncie, IN
deerfield
indianapolis, IN
dickmeyer boyce financial management, inc
Fort Wayne, IN
donaldson capital management llc
evansville, IN
elevated financial group
indianapolis, IN
elser financial planning, inc.
indianapolis, IN
evernest financial advisors
carmel, IN
fi3 financial advisors, llc
indianapolis, IN
Frequently Asked Questions
How much does a financial advisor cost in Indiana?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.