Fee-OnlyFinder

Advisers in Greenwood, IN

5 advisers in Greenwood — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)

All advisers

Benham Advisory Group3147w Smith Valley Road, Suite E · Greenwood, IN 46142 · (317) 300-1674 · Financial planningCRD 331926 · % of assets, Hourly charges · $94.4 million AUMState registeredNo commissions reportedBischoff Wealth Management Group, LLC107 North State Road 135, Suite 207 · Greenwood, IN 46142 · (317) 851-9718 · Financial planningCRD 171652 · % of assets, Fixed fees · $222.0 million AUMSEC registeredNo commissions reportedHelping Hand Financial, LLC3209 Smith Valley Road, Suite 123 · Greenwood, IN 46142 · (800) 561-0453 · Financial planningCRD 307692 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reportedKoon Financial Planning & Consulting/kfp&c384 N Madison Ave Ste. 200 · Greenwood, IN 46142 · (317) 887-1714 · Financial planningCRD 126051 · % of assets, Hourly charges, Fixed fees · $146.9 million AUMSEC registeredNo commissions reportedOn Target Wealth Partners, LLC151 Water Street · Greenwood, IN 46143 · (317) 731-7243 · Financial planningCRD 147594 · % of assets · $27.8 million AUMState registeredNo commissions reported
Talking to advisers in Greenwood? 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.