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Retirement plan consulting in Fort Wayne, IN

11 advisers in Fort Wayne offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 11

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 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 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 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 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 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 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 reported