Fee-OnlyFinder

Advisers in Jeffersonville, IN

3 advisers in Jeffersonville — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Arena Wealth Advisors LLC380 Missouri Ave, Suite A2 · Jeffersonville, IN 47130 · (502) 396-7375 · Financial planningCRD 331123 · % of assets, Hourly charges · $52.6 million AUMState registeredNo commissions reportedBrookstone Financial2213 Allison Lane · Jeffersonville, IN 47130 · (812) 288-9000 · Financial planningCRD 168185 · % of assets, Hourly charges · $103.6 million AUMState registeredNo commissions reportedOxinas Partners Wealth Management607 North Shore Drive, Suite 101 · Jeffersonville, IN 47130 · (812) 725-8649 · Financial planningCRD 297462 · % of assets, Hourly charges, Fixed fees · $391.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Jeffersonville? 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.