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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
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
36
non-vetted advisors in your local area. These financial advisors in
Carmel, Indiana
have an average of
13
years of experience.
NOTE: The list of financial
advisors in
Carmel, Indiana
mentioned below do 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.
| Qualified Financial Advisors in Carmel, Indiana | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Ryan Veldhuizen
CFP® CATALYZE WEALTH MANAGEMENT 550 Congressional Blvd, Suite 115, Carmel, IN 46032 |
13 | 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.
Top Financial Advisor Firms in Carmel, Indiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street , Suite 600, Carmel, IN 46032 |
$17,063,956,207 | 10064 |
A percentage of AUM Fixed fees |
| VALEO FINANCIAL ADVISORS, LLC
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 |
$7,277,845,068 | 14264 |
A percentage of AUM Fixed fees Other (PERCENTAGE OF CLIENT NET WORTH) |
| PROCOURSE FIDUCIARY ADVISORS, LLC
571 Monon Blvd , Suite 400, Carmel, IN 46032 |
$5,266,711,645 | 296 |
A percentage of AUM Fixed fees |
| WINTHROP CAPITAL MANAGEMENT
10201 N Illinois Street , Suite 275, Carmel, IN 46290 |
$4,474,430,179 | 772 |
A percentage of AUM Hourly charges Fixed fees |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
111 Congressional Blvd., , Suite 100, Carmel, IN 46032 |
$3,484,956,576 | 456 |
A percentage of AUM Fixed fees |
| INDIE ASSET PARTNERS, LLC
10585 North Meridian Street , Suite 210, Carmel, IN 46290 |
$702,733,034 | 747 |
A percentage of AUM Fixed fees Performance Based Other (ASSET-BASED PERCENTAGE OR HOURLY FEES FOR FAMILY OFFICE SERVICES) |
| ARCHER INVESTMENT CORPORATION
11711 N. College Ave , Suite 200, Carmel, IN 46032 |
$663,101,823 | 3570 |
A percentage of AUM |
| INTREPID FINANCIAL PLANNING GROUP, LLC
2454 E. 116th Street, Carmel, IN 46032 |
$348,795,856 | 1324 |
A percentage of AUM |
| HALTER FERGUSON FINANCIAL INC
13080 Grand Blvd. , Suite 130, Carmel, IN 46032 |
$343,082,183 | 752 |
A percentage of AUM Hourly charges |
| MONON WEALTH MANAGEMENT
99 E Carmel Dr. , Suite 160, Carmel, IN 46032 |
$257,857,171 | 1092 |
A percentage of AUM Fixed fees |
| ASSET MANAGEMENT STRATEGIES, INC.
11711 N College Ave , Suite 200, Carmel, IN 46032 |
$157,456,068 | 1633 |
A percentage of AUM Hourly charges Fixed fees |
| WILLIAMSON LEGACY GROUP, LLC
254 East Carmel Drive, Carmel, IN 46032 |
$157,074,178 | 937 |
A percentage of AUM Fixed fees |
| GREENLEAF FINANCIAL GROUP
13295 Illinois St , Suite 322, Carmel, IN 46032-3022 |
$138,141,357 | 492 |
A percentage of AUM Fixed fees |
| FOUR QUADRANT WEALTH ADVISORS, INC.
11939 N Meridian St , Ste 225, Carmel, IN 46032 |
$125,202,577 | 442 |
A percentage of AUM Fixed fees |
| GIMBAL FINANCIAL, LLC
620 N. Rangeline Road, Carmel, IN 46032 |
$124,297,453 | 493 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Bradley V Harrold Inquire with Bradley |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Lauren Doodeman Inquire with Lauren |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Guy Gage Inquire with Guy |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-573-3303 |
| Muir Hodges Doodeman Wealth Advisors Inquire with Muir |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Jeffrey Hodges Inquire with Jeffrey |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Jim Lake Inquire with Jim |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Marc Klein Inquire with Marc |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Kevin Dolen Inquire with Kevin |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Ed Muir Inquire with Ed |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
| Eric Olimb Inquire with Eric |
501 Pennsylvania Pkwy, Ste 200, Carmel, IN 46280 | 317-844-6441 |
Grow your AUM with pre-qualified leads!
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