Financial Advisors in Indiana
Browse 158 financial advisors in Indiana — page 3 of 4.
mindset asset management, llc
indianapolis, IN
mindset wealth management, llc
indianapolis, IN
mj retirement
carmel, IN
monarch capital management inc
Fort Wayne, IN
monon wealth management
carmel, IN
mosaic wealth management llc
bloomington, IN
northwest financial services inc
indianapolis, IN
oneamerica asset management, llc
indianapolis, IN
oneamerica securities, inc.
indianapolis, IN
oxford financial group, ltd
carmel, IN
oxford harriman private wealth management
indianapolis, IN
oxinas partners wealth management
jeffersonville, IN
pathway financial advisers, llc
auburn, IN
peloton capital management
indianapolis, IN
pettinga financial advisors, llc
evansville, IN
phillips financial
Fort Wayne, IN
pile wealth management
indianapolis, IN
praxis investment management, inc.
goshen, IN
precedent financial strategies
indianapolis, IN
private counsel group, ltd.
indianapolis, IN
proteus, llc
indianapolis, IN
provider financial, inc.
indianapolis, IN
qbox fiduciary solutions, llc
Fort Wayne, IN
quantum financial services inc.
indianapolis, IN
reify wealth advisors, inc.
indianapolis, IN
rosenthal | henry capital advisors, inc.
mishawaka, IN
sapient capital llc
indianapolis, IN
sbauer funds, llc
carmel, IN
shepherd financial investment advisory llc
carmel, IN
smi advisory services, llc
columbus, IN
smith financial
kokomo, IN
spyglass investment management
terre haute, IN
storen financial
zionsville, IN
strive financial group, llc
carmel, IN
sunrise capital management, llc
fishers, IN
sycamore financial group
kokomo, IN
sym financial advisors
winona lake, IN
teeple snyder newsome wealth & tax management
brownsburg, IN
the financial resource center
carmel, IN
the wellington grp llc
indianapolis, IN
thomas story and son llc
plymouth, IN
thurston springer advisors
indianapolis, IN
titan investment management llc
indianapolis, IN
tradewell tax & financial
Fort Wayne, IN
truedge asset management llc
indianapolis, IN
trust investment advisors
indianapolis, IN
trust investment advisors wealth management, llc
indianapolis, IN
us agriculture
carmel, 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.