Financial Advisors in Indiana
Browse 158 financial advisors in Indiana — page 2 of 4.
financial enhancement group
anderson, IN
financial planning services
Fort Wayne, IN
financial plans & strategies, inc.
greenwood, IN
flywheel fund vi gp llc
bloomington, IN
fnex wealth, llc
indianapolis, IN
fortitude private wealth
carmel, IN
forum private client group
fishers, IN
four quadrant wealth advisors, inc.
carmel, IN
freeman, will & niemeier, inc.
evansville, IN
galecki financial management inc
Fort Wayne, IN
gap asset management, llc
south bend, IN
gehrig capital management, inc.
merrillville, IN
genesis advisors, llc
fishers, IN
gettings busch wealth management
lafayette, IN
gimbal financial, llc
carmel, IN
global atlantic investment advisors, llc
indianapolis, IN
goelzer investment management
carmel, IN
greenleaf financial group
carmel, IN
ground game ventures
indianapolis, IN
halter ferguson financial inc
carmel, IN
hendershott wealth management, llc
fishers, IN
high alpha studio, llc
indianapolis, IN
hilltop wealth & tax solutions
mishawaka, IN
hobbs wealth management
zionsville, IN
holistic financial partners, llc
indianapolis, IN
horizon investment services, llc.
hammond, IN
howard bailey securities, llc
Fort Wayne, IN
hurlow wealth management group, inc.
bloomington, IN
imc advisors, llc
columbus, IN
indie asset partners, llc
carmel, IN
integrated investment strategies,inc.
carmel, IN
intrepid financial planning group, llc
carmel, IN
invst, llc
indianapolis, IN
kessler investment group, llc
columbus, IN
kestrel wealth management, llc
south bend, IN
kirr, marbach & company, llc
columbus, IN
koon financial planning & consulting/kfp&c
greenwood, IN
korhorn financial group
granger, IN
kotys wealth professionals
valparaiso, IN
lauer wealth management
valparaiso, IN
laughlin financial llc
bloomington, IN
lji wealth management, llc
indianapolis, IN
lynch & associates
newburgh, IN
maripau wealth management llc
Fort Wayne, IN
market street wealth management advisors, llc
indianapolis, IN
mcmahan capital management
carmel, IN
meridian investment advisors, inc.
indianapolis, IN
mfg wealth management, inc.
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.