Fee-OnlyFinder

% of assets managed in Carmel, IN

27 advisers in Carmel offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 27

Aldebaran Capital, LLC10293 N. Meridian Street, Suite 300 · Carmel, IN 46290 · (317) 818-7827 · % of assets managedCRD 122360 · % of assets · $166.9 million AUMSEC registeredNo commissions reportedArcher Investment Corporation11711 N. College Ave, Suite 200 · Carmel, IN 46032 · (317) 581-5664 · Flat / fixed feesCRD 136403 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedCade Group, INC.10293 North Meridian Street, Suite 265 · Carmel, IN 46290 · (317) 848-7110 · Financial planningCRD 114970 · % of assets, Hourly charges, Fixed fees · $93.0 million AUMState registeredNo commissions reportedCatalyze Wealth Management550 Congressional Blvd., Suite 350 · Carmel, IN 46032 · (317) 537-7526 · Financial planningCRD 300078 · % of assets, Fixed fees · $43.4 million AUMState registeredNo commissions reportedFortitude Private Wealth1980 E 116th St, Suite 350 · Carmel, IN 46032 · (317) 819-8550 · Financial planningCRD 290074 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedFour Quadrant Wealth Advisors, INC.11939 N Meridian St, Ste 225 · Carmel, IN 46032 · (877) 441-5144 · Financial planningCRD 130753 · % of assets, Fixed fees · $219.0 million AUMSEC registeredNo commissions reportedGimbal Financial, LLC620 N. Rangeline Road · Carmel, IN 46032 · (317) 578-1600 · % of assets managedCRD 159003 · % of assets · $290.0 million AUMSEC registeredNo commissions reportedGoelzer Investment Management10 East Main Street, Suite 110 · Carmel, IN 46032 · (317) 264-2600 · Financial planningCRD 44402 · % of assets, Fixed fees · $4.5 billion AUMSEC registeredNo commissions reportedGreenleaf Financial Group13295 Illinois St, Suite 322 · Carmel, IN 46032 · (317) 993-3384 · Flat / fixed feesCRD 137933 · % of assets, Fixed fees · $175.2 million AUMSEC registeredNo commissions reportedHalter Ferguson Financial INC13080 Grand Blvd., Suite 130 · Carmel, IN 46032 · (317) 875-0202 · Financial planningCRD 109563 · % of assets, Hourly charges, Fixed fees · $705.0 million AUMSEC registeredNo commissions reported
Indie Asset Partners, LLC10 East Main Street, Suite 220 · Carmel, IN 46032 · (317) 428-6600 · Financial planningCRD 154503 · % of assets, Fixed fees, Performance-based fees · $685.2 million AUMSEC registeredNo commissions reportedIntegrated Investment Strategies,inc.600 E Carmel Drive, Suite 110 · Carmel, IN 46032 · (317) 843-5577 · Financial planningCRD 122706 · % of assets, Hourly charges, Other · $104.5 million AUMSEC registeredNo commissions reportedIntrepid Financial Planning Group, LLC2454 E. 116th Street · Carmel, IN 46032 · (317) 818-1776 · % of assets managedCRD 112196 · % of assets · $390.4 million AUMSEC registeredNo commissions reportedLewis Wealth Management, LLC1905 S. New Market Street, Suite #156 · Carmel, IN 46032 · (317) 503-3680 · Financial planningCRD 289065 · % of assets, Fixed fees, Other · $42.3 million AUMState registeredNo commissions reportedMcMahan Capital Management316 West Main Street · Carmel, IN 46032 · (317) 573-2202 · % of assets managedCRD 109140 · % of assets · $135.9 million AUMSEC registeredNo commissions reportedMj Retirement571 Monon Blvd, Suite 400 · Carmel, IN 46032 · (317) 805-7500 · Financial planningCRD 164328 · % of assets, Hourly charges, Fixed fees · $5.5 billion AUMSEC registeredNo commissions reportedMonon Wealth Management99 E Carmel Dr., Suite 160 · Carmel, IN 46032 · (317) 993-3999 · Financial planningCRD 289413 · % of assets · $546.8 million AUMSEC registeredNo commissions reportedMonument Advisers550 Congressional Blvd, Suite 350 · Carmel, IN 46032 · (317) 210-1051 · Financial planningCRD 331623 · % of assets · $9.5 million AUMState registeredNo commissions reportedOxford Financial Group, LTD11711 North Meridian Street, Suite 600 · Carmel, IN 46032 · (317) 843-5678 · Financial planningCRD 105303 · % of assets, Fixed fees · $23.3 billion AUMSEC registeredNo commissions reportedPark + Elm Investment Advisers571 Monon Blvd., Suite 200 · Carmel, IN 46032 · (855) 727-5356 · Financial planningCRD 146233 · % of assets, Hourly charges, Fixed fees · $88.2 million AUMState registeredNo commissions reportedRockford Group Investment Advisor303 Congressional Blvd, 2nd Floor · Carmel, IN 46032 · (317) 689-7491 · Financial planningCRD 317946 · % of assets, Hourly charges, Other · $3.6 million AUMState registeredNo commissions reportedShepherd Financial Investment Advisory LLC111 Congressional Blvd.,, Suite 100 · Carmel, IN 46032 · (317) 975-5033 · Financial planningCRD 288623 · % of assets, Fixed fees · $6.2 billion AUMSEC registeredNo commissions reportedTelegraph Equity Partners Limited10401 North Meridian St., Suite 202 · Carmel, IN 46290 · (317) 573-4848 · % of assets managedCRD 171068 · % of assets · $67.1 million AUMState registeredNo commissions reportedThe Financial Resource Center9640 Commerce Drive, Suite 414 · Carmel, IN 46032 · (317) 871-8571 · Financial planningCRD 316747 · % of assets, Hourly charges, Fixed fees · $642.5 million AUMSEC registeredNo commissions reportedTrue Wealth Stewards160 W Carmel Dr, Ste 253 · Carmel, IN 46032 · (317) 567-9008 · Financial planningCRD 305312 · % of assets, Hourly charges, Fixed fees · $47.5 million AUMState registeredNo commissions reportedValeo Financial Advisors, LLC10 W. Carmel Dr Ste 400 · Carmel, IN 46032 · (317) 218-6000 · Financial planningCRD 127132 · % of assets, Fixed fees, Other · $13.0 billion AUMSEC registeredNo commissions reportedWinthrop Capital Management10201 N Illinois Street, Suite 450 · Carmel, IN 46290 · (317) 663-7500 · Financial planningCRD 145216 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reported