Fee-OnlyFinder

Advisers in Auburn, IN

2 advisers in Auburn — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Cx Institutional, LLC200 East 7th Street · Auburn, IN 46706 · (260) 927-1830 · Financial planningCRD 292627 · % of assets, Fixed fees · $4.5 billion AUMSEC registeredNo commissions reportedPathway Financial Advisers, LLC4571 County Road 35 · Auburn, IN 46706 · (260) 925-2887 · Financial planningCRD 166237 · % of assets, Hourly charges, Fixed fees · $524.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Auburn? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.