Fee-OnlyFinder

Advisers in Zionsville, IN

5 advisers in Zionsville — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Canterbury Investment Management, LLC23 E Cedar St · Zionsville, IN 46077 · (317) 732-2075 · % of assets managedCRD 125680 · % of assets · $69.8 million AUMSEC registeredNo commissions reportedHobbs Wealth Management75 N. Main Street · Zionsville, IN 46077 · (317) 559-2940 · Financial planningCRD 325374 · % of assets, Hourly charges, Fixed fees · $146.7 million AUMSEC registeredNo commissions reportedStoren Financial1120 W Oak St, Suite 200 · Zionsville, IN 46077 · (317) 733-1000 · Financial planningCRD 339197 · % of assets, Hourly charges, Fixed fees · $438.3 million AUMSEC registeredNo commissions reportedTimpe & Timpe Financial Advisory Services, L.L.C.4801 Northwestern Drive · Zionsville, IN 46077 · (317) 217-1660 · Financial planningCRD 132274 · % of assets, Hourly charges, Fixed fees · $61.2 million AUMState registeredNo commissions reportedWealth Advisory Solutions, LLC1630 W Oak St, Suite 201 · Zionsville, IN 46077 · (317) 559-2945 · Financial planningCRD 288903 · % of assets, Hourly charges, Fixed fees · $599.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Zionsville? 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.