Fee-OnlyFinder

Advisers in Bloomington, IN

6 advisers in Bloomington — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Above & Beyond Investments, LLC5015 W State Road 46, Suite J · Bloomington, IN 47404 · (812) 334-4000 · Financial planningCRD 227786 · % of assets, Hourly charges, Fixed fees · $13.2 million AUMState registeredNo commissions reportedCfci674 S. College Avenue · Bloomington, IN 47403 · (812) 334-3190 · Hourly feesCRD 128257 · % of assets, Hourly charges · $595.6 million AUMSEC registeredNo commissions reportedHurlow Wealth Management Group, INC.3925 Hagan St., Suite 300 · Bloomington, IN 47401 · (812) 333-4726 · Financial planningCRD 282587 · % of assets, Hourly charges, Fixed fees · $794.4 million AUMSEC registeredNo commissions reportedLaughlin Financial LLC4151 E. 3rd St · Bloomington, IN 47401 · (812) 552-2113 · Financial planningCRD 165105 · % of assets, Hourly charges, Fixed fees · $200.2 million AUMSEC registeredNo commissions reportedMosaic Wealth Management LLC463 South Park Ridge Road, #102 · Bloomington, IN 47401 · (812) 333-3275 · % of assets managedCRD 340681 · % of assets · $285.0 million AUMSEC registeredNo commissions reportedWellington Investment Advisors121 E. 6th Street, Suite 2 · Bloomington, IN 47408 · (812) 333-0874 · Financial planningCRD 283853 · % of assets, Fixed fees · $261.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Bloomington? 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.