Advisers in Columbus, IN

5 advisers in Columbus — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)

All advisers

Kessler Investment Group, LLC50 Washington Street, Suite 3b · Columbus, IN 47201 · (812) 314-0083 · Financial planningCRD 153696 · % of assets, Fixed fees · $359.7 million AUMSEC registeredNo commissions reported Kirr, Marbach & Company, LLC621 Washington Street · Columbus, IN 47201 · (812) 376-9444 · Financial planningCRD 104634 · % of assets · $587.7 million AUMSEC registeredNo commissions reported McAvoy Kemp Wealth Management, LLC2121 25th Street, Suite a · Columbus, IN 47201 · (812) 376-6463 · Financial planningCRD 122084 · % of assets, Hourly charges, Fixed fees · $70.5 million AUMState registeredNo commissions reported Smi Advisory Services, LLC4400 Ray Boll Blvd. · Columbus, IN 47203 · (800) 796-4975 · % of assets managedCRD 137872 · % of assets · $949.0 million AUMSEC registeredNo commissions reported Wwa Planning & Investments427 Washington St · Columbus, IN 47201 · (812) 379-1120 · Financial planningCRD 281159 · % of assets, Hourly charges, Fixed fees · $105.7 million AUMState registeredNo commissions reported

Talking to advisers in Columbus? 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.