Fee-OnlyFinder

Advisers in Fort Wayne, IN

22 advisers in Fort Wayne — 22 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (19)Hourly fees (13)Flat / fixed fees (16)Retirement plan consulting (11)

All advisers

Apple Tree Asset Management, LLC4321 Flagstaff Cove · Fort Wayne, IN 46815 · (260) 637-7278 · Financial planningCRD 298437 · % of assets, Hourly charges, Fixed fees · $151.9 million AUMSEC registeredNo commissions reportedArena Wealth Management LLC10331 Dawsons Creek Blvd, Suite D · Fort Wayne, IN 46845 · (260) 321-7694 · Flat / fixed feesCRD 326631 · % of assets, Fixed fees · $79.8 million AUMState registeredNo commissions reportedBassett Financial Advisors5732 Coventry Lane · Fort Wayne, IN 46804 · (260) 432-6555 · Financial planningCRD 170825 · % of assets, Hourly charges · $51.6 million AUMState registeredNo commissions reportedCompass Financial Advisors LLC9933 Dupont Circle Drive West, Suite 100 · Fort Wayne, IN 46825 · (260) 490-7878 · Financial planningCRD 109131 · % of assets, Hourly charges, Fixed fees · $282.5 million AUMSEC registeredNo commissions reportedDickmeyer Boyce Financial Management, INC6506 Constitution Drive · Fort Wayne, IN 46804 · (260) 436-2051 · Financial planningCRD 124281 · % of assets, Hourly charges, Fixed fees · $438.5 million AUMSEC registeredNo commissions reportedFinancial Planning Services6920 Pointe Inverness Way, Ste 170 · Fort Wayne, IN 46804 · (260) 469-3218 · Financial planningCRD 121034 · % of assets, Fixed fees · $212.6 million AUMSEC registeredNo commissions reportedGalecki Financial Management INC7743 West Jefferson Blvd · Fort Wayne, IN 46804 · (260) 436-8525 · Financial planningCRD 107218 · % of assets, Hourly charges, Fixed fees · $929.5 million AUMSEC registeredNo commissions reportedHaley & Summers Wealth Management, INC.620 East Berry Street · Fort Wayne, IN 46802 · (260) 437-0254 · Financial planningCRD 108722 · % of assets, Hourly charges · $67.0 million AUMState registeredNo commissions reportedHoulihan Asset Management LLC421 E. Cook Road, Suite 300 · Fort Wayne, IN 46825 · (260) 422-2929 · Financial planningCRD 121586 · % of assets, Hourly charges · $52.0 million AUMState registeredNo commissions reportedHoward Bailey Securities, LLC5916 Covington Rd · Fort Wayne, IN 46804 · (260) 482-9559 · Financial planningCRD 282712 · % of assets, Hourly charges, Fixed fees · $582.8 million AUMSEC registeredNo commissions reported
Krouse Stureman & Associates, INC.6079 Stoney Creek Drive · Fort Wayne, IN 46825 · (260) 484-9977 · Financial planningCRD 130679 · % of assets, Hourly charges · $56.4 million AUMState registeredNo commissions reportedLuminary Wealth7910 Carnegie Blvd. · Fort Wayne, IN 46804 · (260) 420-2500 · Financial planningCRD 116484 · % of assets, Hourly charges, Fixed fees · $90.9 million AUMState registeredNo commissions reportedMabry Wealth Management, LLC9129 Strathmore Ln · Fort Wayne, IN 46818 · (260) 600-0123 · Financial planningCRD 300368 · % of assets, Fixed fees · $12.2 million AUMState registeredNo commissions reportedMaripau Wealth Management LLC4509 Maplecrest Road · Fort Wayne, IN 46835 · (260) 493-3930 · Financial planningCRD 311934 · % of assets, Fixed fees · $363.8 million AUMSEC registeredNo commissions reportedMonarch Capital Management INC127 W Berry Street, Suite 402 · Fort Wayne, IN 46802 · (260) 422-2765 · Financial planningCRD 106244 · % of assets, Fixed fees · $495.7 million AUMSEC registeredNo commissions reportedQbox Fiduciary Solutions, LLC3201 Stellhorn Road, D135 · Fort Wayne, IN 46815 · (260) 328-1889 · Flat / fixed feesCRD 167622 · % of assets, Fixed fees · $429.2 million AUMSEC registeredNo commissions reportedSolve Consulting Group, LLC127 West Berry Street, Suite 333 · Fort Wayne, IN 46802 · (260) 418-9150 · Financial planningCRD 319465 · % of assets · $54.4 million AUMState registeredNo commissions reportedTradewell Tax & Financial130 West Main Street, #100 · Fort Wayne, IN 46802 · (260) 490-2084 · Financial planningCRD 332473 · % of assets, Fixed fees · $275.8 million AUMSEC registeredNo commissions reportedVestia Personal Wealth Advisors9121 Illinois Road, Suite 51 · Fort Wayne, IN 46804 · (877) 669-1126 · Financial planningCRD 290565 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedWealth Advisors Group12726 Coldwater Road · Fort Wayne, IN 46845 · (260) 619-3100 · Financial planningCRD 122050 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedWise Wealth Management4656 West Jefferson Blvd Suite 210 · Fort Wayne, IN 46804 · (260) 704-7168 · Financial planningCRD 312430 · % of assets, Hourly charges, Fixed fees · $6.4 million AUMState registeredNo commissions reportedYackee Potempa & Smalley Asset Management116 E. Berry St. Suite 1120 · Fort Wayne, IN 46802 · (212) 814-8650 · % of assets managedCRD 331073 · % of assets · $463,321 AUMState registeredNo commissions reported
Talking to advisers in Fort Wayne? 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.