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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
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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.
Fort Wayne
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
72
non-vetted advisors in your local area. These financial advisors in
Fort Wayne,
Indiana
have an average of
17
years of experience.
NOTE: The list of vetted financial
advisors in
Fort Wayne,
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
Fort Wayne, Indiana.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 17 Years | Not Specified | $0 | Fee-Based |
Qualifications
CRD# 5220029
Firm CRD# 25427
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
3484 Stellhorn Road,
Fort Wayne,
IN
46815
Phone Number
260-246-5450
Tom grew up just a few miles outside of Harlan, Indiana. He attended Woodlan High School and graduated in 2001. After high school, Tom then attended Indiana University in Fort Wayne. In 2006, Tom received a double bachelors degree in Accounting and Finance, and a minor in Mathematics. After graduation, Tom began his career as a financial advisor. On a personal level, Tom met his beautiful wife while in school, during the spring of 2006. They were married in the summer of 2008, and now reside in Fort Wayne, where they also attend Calvary Baptist Church. Tom and Megan have 2 daughters and a son. In his rare free time, Tom enjoys growing giant pumpkins and spending time with his family. Tom's pumpkin achievements culminated in 2002 with a 1097.5 pound pumpkin which at the time was the all-time 11th heaviest officially weight pumpkin in the world. If you would like to know anything else about Tom, ask. He is not shy!
Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER™ Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor. Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1710 | 111465 | $36,787,448,916 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 796 | 18095 | $4,873,015,410 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 30 | 2166 | $1,541,096,879 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 11 | 2281 | $784,785,994 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 17 | 1888 | $621,059,259 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 22 | 2765 | $576,816,378 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 266 | $490,046,937 | A percentage of AUM, Fixed fees
|
|
| 12 | 5182 | $340,214,421 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 418 | $318,813,310 | A percentage of AUM, Fixed fees
|
|
| 8 | 1089 | $295,551,798 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 692 | $233,856,754 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 13 | 1157 | $142,778,983 | A percentage of AUM, Fixed fees
|
|
| 4 | 591 | $115,083,035 | A percentage of AUM, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 9933 Dupont Circle Dr. W., Suite 110, Fort Wayne, IN 46825 | 260-483-8332 | |
| 9017 Coldwater Rd, Ste 350, Fort Wayne, IN 46825 | 260-497-8884 | |
| 11130 Coldwater Road, Suite 104, Fort Wayne, IN 46845 | 260-637-2857 | |
| 9017 Coldwater Rd, Ste 350, Fort Wayne, IN 46825 | 260-497-8884 | |
| 9017 Coldwater Rd, Ste 350, Fort Wayne, IN 46825 | 260-497-8884 | |
| 6226 Covington Rd, Fort Wayne, IN 46804 | 260-436-8884 | |
| 5750 Coventry Ln, Ste 110, Fort Wayne, IN 46804 | 260-432-3235 | |
| 6226 Covington Rd, Fort Wayne, IN 46804 | 260-436-8884 | |
| 409 E Cook Rd, Ste 300, Fort Wayne, IN 46825 | 260-485-0403 | |
| 6226 Covington Rd, Fort Wayne, IN 46804 | 260-436-8884 |
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.
