Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 200 East 7th Street, Auburn, IN, 46706 | $3,337,998,958 | 10518 | 92 | A percentage of AUM, Fixed fees |
2 | 4571 County Road 35, Auburn, IN, 46706 | $442,844,998 | 1690 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 200 East 7th Street, Auburn, IN, 46706 | $0 | 0 | 0 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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