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Financial planning in Fort Wayne, IN

19 advisers in Fort Wayne offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 19

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 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 reportedKrouse 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 reported
Luminary 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 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 reported