Fee-OnlyFinder

Advisers in Greenfield, IN

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

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Cornerstone Advisory, LLC119 N Broadway Street, Suite 102 · Greenfield, IN 46140 · (317) 462-3310 · Flat / fixed feesCRD 122684 · % of assets, Fixed fees, Other · $19.4 million AUMState registeredNo commissions reportedDynamic Legacy Planning17 N Pennsylvania St · Greenfield, IN 46140 · (317) 477-7283 · Financial planningCRD 323407 · % of assets, Hourly charges, Fixed fees · $90.0 million AUMState registeredNo commissions reported
Talking to advisers in Greenfield? 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.