How often should I review my financial plan with my planner in Indiana?

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.

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Find Top Financial Advisors in Indiana

Q: How do financial advisors in Indiana get paid?

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.

Q: What services can I expect from a financial advisor in Indiana?

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.

Q: How often should I meet with my financial advisor in Indiana?

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.

Q: Are there any regulations that financial advisors in Indiana must follow?

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.

Q: How do I choose a trustworthy financial planner in Indiana?

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.

Indiana is a thriving state, boasting a diverse economy that spans agriculture, manufacturing, healthcare, and technology. However, managing your finances in such a dynamic economic environment can be challenging without the right financial guidance. This is where WiserAdvisor comes in. We're dedicated to connecting Indiana residents with vetted financial advisors who can help you achieve your financial goals and secure your financial future. By partnering with a trustworthy financial advisor in Indiana, you can benefit from personalized guidance and expertise tailored to your unique financial goals and needs. Our directory includes screened financial advisors who specialize in retirement planning, investment management, wealth management, financial planning, estate planning, and more.

Ready to start your search for a financial advisor? Browse our list of vetted financial advisors in Indiana and connect with the one that's right for you. With their help, you can create a financial plan that's tailored to your needs and achieve your financial goals with confidence.

How To Find Trusted Financial Advisors in Indiana

Indiana has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Indiana have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in 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 Indiana.

Qualified Financial Advisors in Indiana

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edward CampCFP^®, CLU^®, ChFC^®CFD Investments, Inc3835 Edison Lakes Parkway Suite 300Mishawaka, IN 46545	32 Years	$15,000,000,000	$250,000	Fee-Based
Ryan VeldhuizenCFP^®Catalyze Wealth Management550 Congressional BlvdCarmel, IN 46032	13 Years	Not Specified	$500,000	Fee-Based

Financial Advisor

Edward CampCFP^®, CLU^®, ChFC^®CFD Investments, Inc3835 Edison Lakes Parkway Suite 300Mishawaka, IN 46545

Experience32 Years

AUM$15,000,000,000

Minimum Assets$250,000

Fee StructureFee-Based

Financial Advisor

Ryan VeldhuizenCFP^®Catalyze Wealth Management550 Congressional BlvdCarmel, IN 46032

Experience13 Years

AUMNot Specified

Minimum Assets$500,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Indiana

VETTED

Edward CampCFP^®, CLU^®, ChFC^®

CFD Investments, Inc

About Edward Camp

Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk.

Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner^™ Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.

About CFD Investments, Inc

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future.

Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Qualifications

CRD# 2052301 Firm CRD# 25427Series 6, 7, 24, 63

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location

3835 Edison Lakes Parkway Suite 300,Mishawaka,IN 46545

Phone Number

574-273-0803

VETTED

Ryan VeldhuizenCFP^®

Catalyze Wealth Management

About Ryan Veldhuizen

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.

About Catalyze Wealth Management

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

CRD# 5316123 Firm CRD# 300078Series 66

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Office Location

550 Congressional Blvd,Suite 350,Carmel,IN 46032

Phone Number

317-537-7526

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Top Financial Advisory Firms in Indiana

Indiana is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Indiana are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Indiana, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


40/86 ADVISORS, INC.Carmel, IN	78	15	$26,678,534,447	A percentage of AUM, Performance Based
ONEAMERICA ASSET MANAGEMENT, LLCIndianapolis, IN	37	10	$25,872,395,406	A percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
SANCTUARY ADVISORS, LLCIndianapolis, IN	643	49099	$22,024,300,000	A percentage of AUM, Hourly charges, Fixed fees
OXFORD FINANCIAL GROUP, LTDCarmel, IN	150	6270	$18,201,054,484	A percentage of AUM, Fixed fees
SAPIENT CAPITAL LLCIndianapolis, IN	56	5947	$11,439,805,300	A percentage of AUM, Fixed fees, Performance Based
VALEO FINANCIAL ADVISORS, LLCCarmel, IN	155	18918	$8,944,535,606	A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCarmel, IN	42	2231	$4,946,760,100	A percentage of AUM, Fixed fees
MJ RETIREMENTCarmel, IN	11	314	$4,412,477,143	A percentage of AUM, Fixed fees
SYM FINANCIAL ADVISORSWinona Lake, IN	75	5346	$4,055,387,303	A percentage of AUM, Fixed fees
THURSTON SPRINGER ADVISORSIndianapolis, IN	68	4342	$3,957,978,217	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
WINTHROP CAPITAL MANAGEMENTCarmel, IN	27	790	$3,796,591,805	A percentage of AUM, Hourly charges, Fixed fees
CX INSTITUTIONAL, LLCAuburn, IN	92	10518	$3,337,998,958	A percentage of AUM, Fixed fees
GOELZER INVESTMENT MANAGEMENTCarmel, IN	36	1690	$3,159,426,779	A percentage of AUM, Fixed fees
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLCIndianapolis, IN	15	16	$2,897,334,642	A percentage of AUM
DONALDSON CAPITAL MANAGEMENT LLCEvansville, IN	61	1716	$2,677,442,196	A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)

Firm Name

40/86 ADVISORS, INC.Carmel, IN

No. of Advisors78

AUM$26,678,534,447

No. of Clients15

Fee StructureA percentage of AUM, Performance Based

Firm Name

ONEAMERICA ASSET MANAGEMENT, LLCIndianapolis, IN

No. of Advisors37

AUM$25,872,395,406

No. of Clients10

Fee StructureA percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)

Firm Name

SANCTUARY ADVISORS, LLCIndianapolis, IN

No. of Advisors643

AUM$22,024,300,000

No. of Clients49099

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

OXFORD FINANCIAL GROUP, LTDCarmel, IN

No. of Advisors150

AUM$18,201,054,484

No. of Clients6270

Fee StructureA percentage of AUM, Fixed fees

Firm Name

SAPIENT CAPITAL LLCIndianapolis, IN

No. of Advisors56

AUM$11,439,805,300

No. of Clients5947

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

VALEO FINANCIAL ADVISORS, LLCCarmel, IN

No. of Advisors155

AUM$8,944,535,606

No. of Clients18918

Fee StructureA percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)

Firm Name

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCarmel, IN

No. of Advisors42

AUM$4,946,760,100

No. of Clients2231

Fee StructureA percentage of AUM, Fixed fees

Firm Name

MJ RETIREMENTCarmel, IN

No. of Advisors11

AUM$4,412,477,143

No. of Clients314

Fee StructureA percentage of AUM, Fixed fees

Firm Name

SYM FINANCIAL ADVISORSWinona Lake, IN

No. of Advisors75

AUM$4,055,387,303

No. of Clients5346

Fee StructureA percentage of AUM, Fixed fees

Firm Name

THURSTON SPRINGER ADVISORSIndianapolis, IN

No. of Advisors68

AUM$3,957,978,217

No. of Clients4342

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm Name

WINTHROP CAPITAL MANAGEMENTCarmel, IN

No. of Advisors27

AUM$3,796,591,805

No. of Clients790

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

CX INSTITUTIONAL, LLCAuburn, IN

No. of Advisors92

AUM$3,337,998,958

No. of Clients10518

Fee StructureA percentage of AUM, Fixed fees

Firm Name

GOELZER INVESTMENT MANAGEMENTCarmel, IN

No. of Advisors36

AUM$3,159,426,779

No. of Clients1690

Fee StructureA percentage of AUM, Fixed fees

Firm Name

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLCIndianapolis, IN

No. of Advisors15

AUM$2,897,334,642

No. of Clients16

Fee StructureA percentage of AUM

Firm Name

DONALDSON CAPITAL MANAGEMENT LLCEvansville, IN

No. of Advisors61

AUM$2,677,442,196

No. of Clients1716

Fee StructureA percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)

Frequently Asked Questions

How do financial advisors in Indiana get paid?

What services can I expect from a financial advisor in Indiana?

How often should I meet with my financial advisor in Indiana?

Are there any regulations that financial advisors in Indiana must follow?

How do I choose a trustworthy financial planner in Indiana?