Fee-OnlyFinder

Advisers in South Bend, IN

6 advisers in South Bend — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)

All advisers

Creative Financial Planning Advisors, INC.5652 Yellow Wood Drive · South Bend, IN 46614 · (574) 232-8000 · Financial planningCRD 127878 · % of assets, Hourly charges · $30.4 million AUMState registeredNo commissions reportedDevotion Capital Management207 South Dixie Way · South Bend, IN 46637 · (574) 273-9846 · % of assets managedCRD 122060 · % of assets · $38.4 million AUMState registeredNo commissions reportedKestrel Wealth Management, LLC201 S. Main Street, Suite 503 · South Bend, IN 46601 · (574) 233-2200 · % of assets managedCRD 153503 · % of assets · $143.9 million AUMSEC registeredNo commissions reportedKingdom Financial61191 US 31 S · South Bend, IN 46614 · (574) 850-5000 · Financial planningCRD 328544 · % of assets, Fixed fees · $6.9 million AUMState registeredNo commissions reportedPennfield Capital Corp202 South Michigan Street - Suite 325 · South Bend, IN 46601 · (574) 968-9010 · Hourly feesCRD 111464 · % of assets, Hourly charges · $68.1 million AUMState registeredNo commissions reportedWalter Keenan Wealth Management202 S. Michigan St., Suite 910 · South Bend, IN 46601 · (574) 287-5977 · Financial planningCRD 104838 · % of assets, Hourly charges, Fixed fees · $983.3 million AUMSEC registeredNo commissions reported
Talking to advisers in South Bend? 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.