Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Carmel
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
35
non-vetted advisors in your local area. These financial advisors in
Carmel,
Indiana
have an average of
24
years of experience.
NOTE: The list of vetted financial
advisors in
Carmel,
Indiana
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Carmel, Indiana.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 13 Years | Not Specified | $500,000 | Fee-Based | |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
|
Circle Financial Planning
CFP®, RFC®, APMA®, CFS CIRCLE FINANCIAL PLANNING 7828 E 88th Street, Indianapolis, IN 46256 |
35 Years | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
550 Congressional Blvd,
Suite 115,
Carmel,
IN
46032
Phone Number
317-537-7526
Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER™ and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master's degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children's ministry at his family's church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence. We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality. You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
450 E. 96th Street Suite 500,
Indianapolis,
IN
46240
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 12963
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
7828 E 88th Street,
Indianapolis,
IN
46256
Phone Number
317-841-0370
Circle Financial Planning helps bring life to our client's dreams. We do this by providing wealth management, retirement plan rollover solutions and comprehensive financial planning. We work with the professionals, teachers, tradesmen and business owners who keep our economy moving. Founded in 1984, the Circle team is guided by a core set of values that define how we do business: Client-First, Wow Service, Team Oriented, Integrity and Opportunity. Our team has over 75 years of combined experience and hold professional designations such as the CFP® and Accredited Portfolio Management Advisor. Circle has been profiled in Kiplinger, Forbes and Indianapolis Monthly.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 133 | 10064 | $17,063,956,207 | A percentage of AUM, Fixed fees
|
|
| 120 | 14264 | $7,277,845,068 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)
|
|
| 8 | 296 | $5,266,711,645 | A percentage of AUM, Fixed fees
|
|
| 24 | 772 | $4,474,430,179 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 29 | 456 | $3,484,956,576 | A percentage of AUM, Fixed fees
|
|
| 13 | 747 | $702,733,034 | A percentage of AUM, Fixed fees, Performance Based, Other (ASSET-BASED PERCENTAGE OR HOURLY FEES FOR FAMILY OFFICE SERVICES)
|
|
| 85 | 3570 | $663,101,823 | A percentage of AUM
|
|
| 3 | 1324 | $348,795,856 | A percentage of AUM
|
|
| 9 | 752 | $343,082,183 | A percentage of AUM, Hourly charges
|
|
| 8 | 1092 | $257,857,171 | A percentage of AUM, Fixed fees
|
|
| 8 | 1633 | $157,456,068 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 937 | $157,074,178 | A percentage of AUM, Fixed fees
|
|
| 2 | 492 | $138,141,357 | A percentage of AUM, Fixed fees
|
|
| 10 | 442 | $125,202,577 | A percentage of AUM, Fixed fees
|
|
| 5 | 493 | $124,297,453 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-573-3303 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 | |
| 501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
Financial advisors in Indiana can be paid in various ways. Some advisors can charge fees based on a percentage of assets under management or a flat fee for their services. Alternatively, Some advisors use a combination of commissions and fees or earn solely earn commissions by selling financial products. It's important to understand the compensation structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.
Financial advisors in Indiana can offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Indiana directory, you can access detailed information about their services, fees, credentials, and more.
How often you should meet with your financial advisor in Indiana may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
Yes, financial advisors in Indiana are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. They may also be required to register with the Indiana Securities Division or the Securities and Exchange Commission (SEC), depending on their services and the amount of assets they manage. Advisors must also adhere to a fiduciary standard, which means they must act in the best interests of their clients.
To choose a trustworthy financial advisor in Indiana, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, seek recommendations from trusted individuals, conduct thorough research using respected regulatory bodies like FINRA and the SEC to ensure adherence to industry standards and ethics, and carefully evaluate each advisor's experience, credentials, and background before making a decision. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
How often you should review your financial plan with your advisor in Indiana may depend on your specific situation and financial goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assess your circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.
