Fee-OnlyFinder

Advisers in Lafayette, IN

4 advisers in Lafayette — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Retirement plan consulting (3)

All advisers

Capital Advisor Network925 Mezzanine Drive, Suite C · Lafayette, IN 47905 · (765) 588-1647 · Financial planningCRD 297578 · % of assets, Hourly charges, Fixed fees · $124.5 million AUMSEC registeredNo commissions reportedGettings Busch Wealth Management672 Main Street, Suite 300 · Lafayette, IN 47901 · (765) 742-7366 · Financial planningCRD 306757 · % of assets, Fixed fees · $541.5 million AUMSEC registeredNo commissions reportedNext Adventure Financial LLC101 North 4th Street, Suite 204 · Lafayette, IN 47901 · (765) 479-9533 · Financial planningCRD 327945 · % of assets, Hourly charges, Fixed fees · $20.9 million AUMState registeredNo commissions reportedThe Schamber Group, INC.3526 Osborne Lane, Suite B · Lafayette, IN 47909 · (765) 807-0683 · Financial planningCRD 166747 · % of assets, Fixed fees · $52.4 million AUMState registeredNo commissions reported
Talking to advisers in Lafayette? 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.