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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 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 Carmel, Indiana
Last Updated - April 25, 2025Carmel has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Carmel, Indiana have an average of 22 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
VERIFIEDDavid 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
VERIFIEDQualifications
CRD# 7292118
Firm CRD# 306691
Series 65
Minimum Assets Required
$350,000
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
CRD# 6440839
Firm CRD# 306298
Minimum Assets Required
Not Specified
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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 | 11299 Illinois Street, Suite 200 Carmel, IN, 46032 | $26,678,534,447 | 15 | 78 | A percentage of AUM, Performance Based |
| 2 | 11711 North Meridian Street, Suite 600 Carmel, IN, 46032 | $18,201,054,484 | 6270 | 150 | A percentage of AUM, Fixed fees |
| 3 | 10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357 | $8,944,535,606 | 18918 | 155 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH) |
| 4 | 111 Congressional Blvd.,, Suite 100 Carmel, IN, 46032 | $4,946,760,100 | 2231 | 42 | A percentage of AUM, Fixed fees |
| 5 | 571 Monon Blvd, Suite 400 Carmel, IN, 46032 | $4,412,477,143 | 314 | 11 | A percentage of AUM, Fixed fees |
| 6 | 10201 N Illinois Street, Suite 450 Carmel, IN, 46290 | $3,796,591,805 | 790 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 10 East Main Street, Carmel, IN, 46032 | $3,159,426,779 | 1690 | 36 | A percentage of AUM, Fixed fees |
| 8 | 10585 North Meridian Street, Suite 210 Carmel, IN, 46290 | $792,211,173 | 821 | 9 | A percentage of AUM, Fixed fees, Performance Based |
| 9 | 11711 N. College Ave, Suite 200 Carmel, IN, 46032 | $749,207,372 | 3810 | 82 | A percentage of AUM |
| 10 | 12821 E. New Market St., Suite 300 Carmel, IN, 46032 | $713,209,275 | 5 | 13 | A percentage of AUM, Performance Based |
| 11 | 13080 Grand Blvd., Suite 130 Carmel, IN, 46032 | $487,810,150 | 950 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 75 Executive Dr, Suite B Carmel, IN, 46032 | $484,787,894 | 827 | 5 | A percentage of AUM, Fixed fees |
| 13 | 9640 Commerce Drive, Suite 414 Carmel, IN, 46032 | $343,403,789 | 343 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 2454 E. 116th Street, Carmel, IN, 46032 | $316,089,417 | 1379 | 2 | A percentage of AUM |
| 15 | 99 E Carmel Dr., Suite 160 Carmel, IN, 46032 | $312,162,594 | 1306 | 8 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Carmel, Indiana
QualificationsFirm CRD# 107740
Assets Under Management $26,678,534,447
No. Of Clients15
Clients Per Financial Advisor0
40/86 ADVISORS, INC. is a financial advisory firm situated in Carmel, Indiana. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 78 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105303
Assets Under Management $18,201,054,484
No. Of Clients6270
Clients Per Financial Advisor42
OXFORD FINANCIAL GROUP, LTD is a financial advisory firm situated in Carmel, Indiana. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6270 clients. The team consists of 150 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 127132
Assets Under Management $8,944,535,606
No. Of Clients18918
Clients Per Financial Advisor122
VALEO FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18918 clients. The team consists of 155 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 288623
Assets Under Management $4,946,760,100
No. Of Clients2231
Clients Per Financial Advisor53
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2231 clients. The team consists of 42 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
- Pesnsion consulting services
QualificationsFirm CRD# 164328
Assets Under Management $4,412,477,143
No. Of Clients314
Clients Per Financial Advisor29
MJ RETIREMENT 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 314 clients. The team consists of 11 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
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 145216
Assets Under Management $3,796,591,805
No. Of Clients790
Clients Per Financial Advisor29
WINTHROP CAPITAL MANAGEMENT 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 790 clients. The team consists of 27 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 44402
Assets Under Management $3,159,426,779
No. Of Clients1690
Clients Per Financial Advisor47
GOELZER INVESTMENT 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 1690 clients. The team consists of 36 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
- Selection for other advisors
- Other (PORTFOLIO MONITORING/CONSULTING)
QualificationsFirm CRD# 154503
Assets Under Management $792,211,173
No. Of Clients821
Clients Per Financial Advisor91
INDIE ASSET PARTNERS, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $792M assets under management, the firm specializes in crafting personalized retirement planning solutions for 821 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
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 136403
Assets Under Management $749,207,372
No. Of Clients3810
Clients Per Financial Advisor46
ARCHER INVESTMENT CORPORATION is a financial advisory firm situated in Carmel, Indiana. With a nearly $749M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3810 clients. The team consists of 82 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 282576
Assets Under Management $713,209,275
No. Of Clients5
Clients Per Financial Advisor0
US AGRICULTURE is a financial advisory firm situated in Carmel, Indiana. With a nearly $713M 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109563
Assets Under Management $487,810,150
No. Of Clients950
Clients Per Financial Advisor79
HALTER FERGUSON FINANCIAL INC is a financial advisory firm situated in Carmel, Indiana. With a nearly $488M assets under management, the firm specializes in crafting personalized retirement planning solutions for 950 clients. The team consists of 12 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
- Selection for other advisors
QualificationsFirm CRD# 328161
Assets Under Management $484,787,894
No. Of Clients827
Clients Per Financial Advisor165
EVERNEST FINANCIAL ADVISORS is a financial advisory firm situated in Carmel, Indiana. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 5 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
QualificationsFirm CRD# 316747
Assets Under Management $343,403,789
No. Of Clients343
Clients Per Financial Advisor69
THE FINANCIAL RESOURCE CENTER is a financial advisory firm situated in Carmel, Indiana. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 343 clients. The team consists of 5 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
QualificationsFirm CRD# 112196
Assets Under Management $316,089,417
No. Of Clients1379
Clients Per Financial Advisor690
INTREPID FINANCIAL PLANNING GROUP, LLC is a financial advisory firm situated in Carmel, Indiana. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1379 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 and/or small businesses
QualificationsFirm CRD# 289413
Assets Under Management $312,162,594
No. Of Clients1306
Clients Per Financial Advisor163
MONON WEALTH MANAGEMENT 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 1306 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.