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Find Retirement Advisors for Retirement Planning in Bloomington, Indiana

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Bloomington, Indiana

Last Updated - April 25, 2025

Bloomington has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Bloomington, Indiana have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Bloomington, Indiana

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1499 Windhorst Way,
Suite 210,
Greenwd, IN 46143 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

8350 S. Emerson Avenue,
Indianapolis, IN 46237 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

8555 River Road,
Suite 350,
Indianapolis, IN 46240 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

The Wellington Group

Qualifications
CRD# 6440839
Firm CRD# 306298

Minimum Assets Required
Not Specified

Address

9000 Keystone Crossing Suite 400,
Indianapolis, IN 46240 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Not Specified

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VERIFIED

David Wilder
MST, CTFA, CEPA^®, CFP^®, AIF^®
Total Wealth Planning

Qualifications
CRD# 2063597
Firm CRD# 174434

Minimum Assets Required
$500,000

Address

11495 N Pennsylvania St, Suite 235,
Carmel, IN 46032 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Crown Haven Wealth Advisors

Qualifications
CRD# 7292118
Firm CRD# 306691
Series 65

Minimum Assets Required
$350,000

Address

11555 N Meridian Street,
Suite #560,
Carmel, IN 46032 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Not Specified

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Top 4 Retirement Planning firms in Bloomington, Indiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3925 Hagan St., Suite 300 Bloomington, IN, 47401	$658,110,847	1958	14	A percentage of AUM, Hourly charges, Fixed fees
2	674 S. College Avenue, Bloomington, IN, 47403	$515,086,117	2612	20	A percentage of AUM, Hourly charges
3	121 E. 6th Street, Suite 2 Bloomington, IN, 47408	$186,984,000	905	7	A percentage of AUM
4	4151 E. 3rd St, Bloomington, IN, 47401	$167,705,938	368	1	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Bloomington, Indiana

HURLOW WEALTH MANAGEMENT GROUP, INC.

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QualificationsFirm CRD# 282587

Assets Under Management $658,110,847

No. Of Clients1958

Clients Per Financial Advisor140

HURLOW WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Bloomington, Indiana. With a nearly $658M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1958 clients. The team consists of 14 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

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COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

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QualificationsFirm CRD# 128257

Assets Under Management $515,086,117

No. Of Clients2612

Clients Per Financial Advisor131

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. is a financial advisory firm situated in Bloomington, Indiana. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2612 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING SERVICES)

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WELLINGTON INVESTMENT ADVISORS

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QualificationsFirm CRD# 283853

Assets Under Management $186,984,000

No. Of Clients905

Clients Per Financial Advisor129

WELLINGTON INVESTMENT ADVISORS is a financial advisory firm situated in Bloomington, Indiana. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 905 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

LAUGHLIN FINANCIAL LLC

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QualificationsFirm CRD# 165105

Assets Under Management $167,705,938

No. Of Clients368

Clients Per Financial Advisor368

LAUGHLIN FINANCIAL LLC is a financial advisory firm situated in Bloomington, Indiana. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 368 clients. The team consists of 1 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
Other (CONSULTING SERIVCES THAT DO NOT REQUIRE A FORMAL FINANCIAL PLAN)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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