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Advisers in Elkhart, IN

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

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Fortified Wealth3110 Windsor Court, Suite B · Elkhart, IN 46514 · (800) 737-5307 · Financial planningCRD 332137 · % of assets, Hourly charges, Fixed fees · $16.6 million AUMState registeredNo commissions reportedRelevant Financial Advisors LLC216 West High Street · Elkhart, IN 46516 · (574) 206-4454 · Financial planningCRD 174465 · Fixed fees, Other · $38.6 million AUMState registeredNo commissions reported
Talking to advisers in Elkhart? 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.