Fee-OnlyFinder

Advisers in Fishers, IN

12 advisers in Fishers — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (10)Flat / fixed fees (9)% of assets managed (10)Retirement plan consulting (3)

All advisers

Bbk Wealth LLC14074 Trade Center Drive, Suite 240 · Fishers, IN 46038 · (317) 207-0730 · Financial planningCRD 311324 · % of assets, Hourly charges, Fixed fees · $62.6 million AUMState registeredNo commissions reportedBrightstone Advisors LLP11650 Lantern Road, Suite 210 · Fishers, IN 46038 · (317) 576-8544 · Financial planningCRD 150936 · % of assets, Hourly charges, Fixed fees · $54.7 million AUMState registeredNo commissions reportedCbg & Company, INC.14074 Trade Center Drive, Suite 151 · Fishers, IN 46038 · (317) 257-7400 · Financial planningCRD 149225 · % of assets, Hourly charges, Fixed fees · $270.7 million AUMSEC registeredNo commissions reportedErlang101 Capital Management LLC12091 Raiders Blvd. · Fishers, IN 46037 · (317) 426-9298 · % of assets managedCRD 172532 · % of assets, Performance-based fees · $420,000 AUMState registeredNo commissions reportedGenesis Advisors, LLC10150 Lantern Road, Suite 175 · Fishers, IN 46037 · (317) 577-6900 · Financial planningCRD 151976 · % of assets, Hourly charges · $121.2 million AUMSEC registeredNo commissions reportedHeartland Financial Planners10832 Cody Lane · Fishers, IN 46037 · (317) 371-2828 · Financial planningCRD 343566 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedHendershott Wealth Management, LLC11 Municipal Drive, Ste 200 Pmb 1018 · Fishers, IN 46038 · (877) 743-6500 · Financial planningCRD 170839 · % of assets, Hourly charges, Fixed fees · $305.8 million AUMSEC registeredNo commissions reportedNorwood Economics, INC.14074 Trade Center Dr., Suite 212 · Fishers, IN 46038 · (317) 559-2333 · Financial planningCRD 282079 · % of assets, Hourly charges · $96.6 million AUMState registeredNo commissions reportedRaton Wealth11 Municipal Drive, Suite 200 · Fishers, IN 46038 · (317) 967-2010 · Financial planningCRD 290027 · % of assets, Fixed fees · $18.1 million AUMState registeredNo commissions reportedSantiago.life11650 Lantern Rd., Suite 236 · Fishers, IN 46038 · (317) 593-9390 · Financial planningCRD 257786 · % of assets, Hourly charges, Fixed fees · $88.8 million AUMState registeredNo commissions reported
Servant Capital Advisors11 Municipal Drive, Suite 200 · Fishers, IN 46038 · (317) 258-7815 · Financial planningCRD 298764 · Hourly charges, Fixed fees · $102.3 million AUMState registeredNo commissions reportedWright Planning, LLC14074 Trade Center Drive, Ste 201 · Fishers, IN 46038 · (317) 537-1987 · Financial planningCRD 319025 · Hourly charges, Fixed fees, Other · $8.0 million AUMState registeredNo commissions reported
Talking to advisers in Fishers? 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.