Fee-OnlyFinder

Advisers in Muncie, IN

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

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Cardinal Capital Management, LLC330 East Main Street · Muncie, IN 47305 · (765) 289-8888 · Financial planningCRD 135677 · % of assets, Hourly charges · $94.5 million AUMState registeredNo commissions reportedDavid P. Gilliam & Associates, INC.2600 West Jackson · Muncie, IN 47303 · (765) 281-0012 · Financial planningCRD 285515 · % of assets, Hourly charges, Fixed fees · $186.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Muncie? 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.