Fee-OnlyFinder

Advisers in West Lafayette, IN

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

All advisers

Banker Investment Group1241 Cumberland Avenue, Suite B · West Lafayette, IN 47906 · (765) 497-0197 · % of assets managedCRD 109650 · % of assets · $260.2 million AUMSEC registeredNo commissions reportedLifelong Investsments1185 Sagamore Parkway W., Suite 6d · West Lafayette, IN 47906 · (765) 838-2602 · Financial planningCRD 129306 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedOxford Capital1282 Win Hentschel Blvd., Suite 1300 · West Lafayette, IN 47906 · (313) 475-2013 · Flat / fixed feesCRD 333156 · % of assets, Fixed fees · $1.2 million AUMState registeredNo commissions reported
Talking to advisers in West 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.