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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 - April 18, 2024Carmel 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 24 years of experience.
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List of Qualified Retirement Planning Advisors in Carmel, Indiana
VERIFIEDRyan 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Carmel, Indiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 40/86 ADVISORS, INC. 535 N. College Drive, Carmel, IN, 46032 | $24,468,049,188 | 15 | 77 | A Percentage of AUM, Performance Based |
| 2 | OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032 | $15,587,908,593 | 5947 | 159 | A Percentage of AUM, Fixed Fees |
| 3 | VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357 | $7,103,709,028 | 15757 | 161 | 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 | $3,930,426,041 | 308 | 14 | A Percentage of AUM, Fixed Fees |
| 5 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd.,, Suite 100 Carmel, IN, 46032 | $3,184,317,975 | 1319 | 29 | A Percentage of AUM, Fixed Fees |
| 6 | WINTHROP CAPITAL MANAGEMENT 10201 N Illinois Street, Suite 275 Carmel, IN, 46290 | $2,833,486,915 | 751 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | INDIE ASSET PARTNERS, LLC 10585 North Meridian Street, Suite 210 Carmel, IN, 46290 | $726,101,667 | 776 | 14 | 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 | $647,902,198 | 5 | 13 | A Percentage of AUM, Performance Based |
| 9 | ARCHER INVESTMENT CORPORATION 11711 N. College Ave, Suite 200 Carmel, IN, 46032 | $602,923,205 | 3815 | 87 | A Percentage of AUM |
| 10 | CID CAPITAL II, INC. 10201 N. Illinois Street, Suite 200 Carmel, IN, 46290 | $320,088,006 | 6 | 9 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 11 | THE FINANCIAL RESOURCE CENTER 9640 Commerce Drive, Suite 414 Carmel, IN, 46032 | $311,501,612 | 389 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | MONON WEALTH MANAGEMENT 99 E Carmel Dr., Suite 160 Carmel, IN, 46032 | $277,571,958 | 1255 | 8 | A Percentage of AUM, Fixed Fees |
| 13 | INTREPID FINANCIAL PLANNING GROUP, LLC 2454 E. 116th Street, Carmel, IN, 46032 | $273,165,984 | 1353 | 2 | A Percentage of AUM |
| 14 | HALTER FERGUSON FINANCIAL INC 13080 Grand Blvd., Suite 130 Carmel, IN, 46032 | $266,706,879 | 824 | 9 | A Percentage of AUM, Hourly charges |
| 15 | TRUEDGE ASSET MANAGEMENT LLC 484 East Carmel Drive, #137 Carmel, IN, 46032 | $185,068,142 | 49 | 4 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Carmel, Indiana
- Retirement Planners in Evansville, Indiana
- Retirement Planners in Mishawaka, Indiana
- Retirement Planners in Valparaiso, Indiana
Looking for more choices? Use our free match service to compare retirement planners serving your area.