Fee-OnlyFinder

Advisers in Kokomo, IN

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

All advisers

Creative Financial Designs, INC.2704 S Goyer Rd · Kokomo, IN 46902 · (765) 453-9600 · Financial planningCRD 109032 · % of assets, Hourly charges, Subscription fees · $2.9 billion AUMSEC registeredNo commissions reportedSmith Financial1830 S. Plate St. · Kokomo, IN 46902 · (765) 459-4111 · Financial planningCRD 154022 · % of assets, Hourly charges, Fixed fees · $456.9 million AUMSEC registeredNo commissions reportedSycamore Financial Group2713 Rockford Lane · Kokomo, IN 46902 · (765) 455-1554 · Financial planningCRD 14143 · % of assets · $787.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Kokomo? 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.