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Find Retirement Advisors for Retirement Planning in Auburn, Indiana

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Finding the Best Retirement Planners in Auburn, Indiana

Last Updated - April 25, 2025

Auburn has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Auburn, Indiana have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Auburn, Indiana

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Auburn, Indiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

200 East 7th Street,
Auburn, IN, 46706
$3,337,998,9581051892
A percentage of AUM, Fixed fees
2

4571 County Road 35,
Auburn, IN, 46706
$442,844,99816908
A percentage of AUM, Hourly charges, Fixed fees
3

200 East 7th Street,
Auburn, IN, 46706
$000
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Auburn, Indiana

QualificationsFirm CRD# 292627

Assets Under Management $3,337,998,958

No. Of Clients10518

Clients Per Financial Advisor114

CX INSTITUTIONAL, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10518 clients. The team consists of 92 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 166237

Assets Under Management $442,844,998

No. Of Clients1690

Clients Per Financial Advisor211

PATHWAY FINANCIAL ADVISERS, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1690 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 301321

Assets Under Management $0

No. Of Clients0

Clients Per Financial AdvisorNaN

CXI ADVISORS, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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