National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Carmel, Indiana

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 you 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 registrations check. 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 Carmel, Indiana

Last Updated - July 11, 2024

Carmel has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Carmel, Indiana have an average of 13 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Carmel, Indiana

advisor-photo
vector.svg VERIFIED

Ryan Veldhuizen
CFP®
Catalyze Wealth Management

Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

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

Qualifications
CRD# 2063597
Firm CRD# 174434

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Carmel, Indiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
40/86 ADVISORS, INC.
535 N. College Drive,
Carmel, IN, 46032
$24,468,049,1881577
A Percentage of AUM, Performance Based
2
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600
Carmel, IN, 46032
$15,587,908,5935947159
A Percentage of AUM, Fixed Fees
3
VALEO FINANCIAL ADVISORS, LLC
10 W. Carmel Dr Ste 400,
Carmel, IN, 46032-3357
$7,103,709,02815757161
A Percentage of AUM, Fixed Fees, Other (PERCENTAGE OF CLIENT NET WORTH)
4
PROCOURSE FIDUCIARY ADVISORS, LLC
571 Monon Blvd, Suite 400
Carmel, IN, 46032
$3,930,426,04130814
A Percentage of AUM, Fixed Fees
5
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
111 Congressional Blvd.,, Suite 100
Carmel, IN, 46032
$3,184,317,975131929
A Percentage of AUM, Fixed Fees
6
WINTHROP CAPITAL MANAGEMENT
10201 N Illinois Street, Suite 275
Carmel, IN, 46290
$2,833,486,91575126
A Percentage of AUM, Hourly charges, Fixed Fees
7
INDIE ASSET PARTNERS, LLC
10585 North Meridian Street, Suite 210
Carmel, IN, 46290
$726,101,66777614
A Percentage of AUM, Fixed Fees, Performance Based, Other (ASSET-BASED PERCENTAGE OR HOURLY FEES FOR FAMILY OFFICE SERVICES)
8
US AGRICULTURE
12821 E. New Market St., Suite 300
Carmel, IN, 46032
$647,902,198513
A Percentage of AUM, Performance Based
9
ARCHER INVESTMENT CORPORATION
11711 N. College Ave, Suite 200
Carmel, IN, 46032
$602,923,205381587
A Percentage of AUM
10
CID CAPITAL II, INC.
10201 N. Illinois Street, Suite 200
Carmel, IN, 46290
$320,088,00669
A Percentage of AUM, Other (CARRIED INTEREST)
11
THE FINANCIAL RESOURCE CENTER
9640 Commerce Drive, Suite 414
Carmel, IN, 46032
$311,501,6123896
A Percentage of AUM, Hourly charges, Fixed Fees
12
MONON WEALTH MANAGEMENT
99 E Carmel Dr., Suite 160
Carmel, IN, 46032
$277,571,95812558
A Percentage of AUM, Fixed Fees
13
INTREPID FINANCIAL PLANNING GROUP, LLC
2454 E. 116th Street,
Carmel, IN, 46032
$273,165,98413532
A Percentage of AUM
14
HALTER FERGUSON FINANCIAL INC
13080 Grand Blvd., Suite 130
Carmel, IN, 46032
$266,706,8798249
A Percentage of AUM, Hourly charges
15
TRUEDGE ASSET MANAGEMENT LLC
484 East Carmel Drive, #137
Carmel, IN, 46032
$185,068,142494
A Percentage of AUM, Other (MINIMUM ACCOUNT FEES)

Information on Top Retirement Planning firms in Carmel, Indiana

QualificationsFirm CRD# 107740

Assets Under Management $24,468,049,188

No. Of Clients15

Clients Per Financial Advisor0

40/86 ADVISORS, INC. is a financial advisory firm situated in Carmel, Indiana. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105303

Assets Under Management $15,587,908,593

No. Of Clients5947

Clients Per Financial Advisor37

OXFORD FINANCIAL GROUP, LTD is a financial advisory firm situated in Carmel, Indiana. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5947 clients. The team consists of 159 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 127132

Assets Under Management $7,103,709,028

No. Of Clients15757

Clients Per Financial Advisor98

VALEO FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15757 clients. The team consists of 161 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (PERCENTAGE OF CLIENT NET WORTH)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 164328

Assets Under Management $3,930,426,041

No. Of Clients308

Clients Per Financial Advisor22

PROCOURSE FIDUCIARY ADVISORS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 288623

Assets Under Management $3,184,317,975

No. Of Clients1319

Clients Per Financial Advisor45

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1319 clients. The team consists of 29 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 145216

Assets Under Management $2,833,486,915

No. Of Clients751

Clients Per Financial Advisor29

WINTHROP CAPITAL MANAGEMENT is a financial advisory firm situated in Carmel, Indiana. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 751 clients. The team consists of 26 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 154503

Assets Under Management $726,101,667

No. Of Clients776

Clients Per Financial Advisor55

INDIE ASSET PARTNERS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $726M assets under management, the firm specializes in crafting personalized retirement planning solutions for 776 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
  • Fixed Fees
  • Performance Based
  • Other (ASSET-BASED PERCENTAGE OR HOURLY FEES FOR FAMILY OFFICE SERVICES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 282576

Assets Under Management $647,902,198

No. Of Clients5

Clients Per Financial Advisor0

US AGRICULTURE is a financial advisory firm situated in Carmel, Indiana. With a nearly $648M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 136403

Assets Under Management $602,923,205

No. Of Clients3815

Clients Per Financial Advisor44

ARCHER INVESTMENT CORPORATION is a financial advisory firm situated in Carmel, Indiana. With a nearly $603M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3815 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 160776

Assets Under Management $320,088,006

No. Of Clients6

Clients Per Financial Advisor1

CID CAPITAL II, INC. is a financial advisory firm situated in Carmel, Indiana. With a nearly $320M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 316747

Assets Under Management $311,501,612

No. Of Clients389

Clients Per Financial Advisor65

THE FINANCIAL RESOURCE CENTER is a financial advisory firm situated in Carmel, Indiana. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 389 clients. The team consists of 6 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 289413

Assets Under Management $277,571,958

No. Of Clients1255

Clients Per Financial Advisor157

MONON WEALTH MANAGEMENT is a financial advisory firm situated in Carmel, Indiana. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1255 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 112196

Assets Under Management $273,165,984

No. Of Clients1353

Clients Per Financial Advisor677

INTREPID FINANCIAL PLANNING GROUP, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1353 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 109563

Assets Under Management $266,706,879

No. Of Clients824

Clients Per Financial Advisor92

HALTER FERGUSON FINANCIAL INC is a financial advisory firm situated in Carmel, Indiana. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 824 clients. The team consists of 9 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 323442

Assets Under Management $185,068,142

No. Of Clients49

Clients Per Financial Advisor12

TRUEDGE ASSET MANAGEMENT LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (MINIMUM ACCOUNT FEES)

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

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

Get Matched With Planners