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 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.
Columbus has 2 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 Columbus, Indiana have an average of 35 years of experience.
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SMI ADVISORY SERVICES, LLC 4400 Ray Boll Blvd., Columbus, IN, 47203 | $730,000,000 | 900 | 4 | A Percentage of AUM |
2 | IMC ADVISORS, LLC 540 Plaza Drive, Suite L, Columbus, IN, 47201-2922 | $392,332,817 | 102 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | KIRR, MARBACH & COMPANY, LLC 621 Washington Street, Columbus, IN, 47201-6231 | $381,608,491 | 234 | 7 | A Percentage of AUM |
4 | KESSLER INVESTMENT GROUP, LLC 50 Washington Street, Suite 3b Columbus, IN, 47201 | $190,537,111 | 966 | 7 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 137872
Assets Under Management $730,000,000
No. Of Clients900
Clients Per Financial Advisor225
SMI ADVISORY SERVICES, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $730M assets under management, the firm specializes in crafting personalized retirement planning solutions for 900 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111537
Assets Under Management $392,332,817
No. Of Clients102
Clients Per Financial Advisor17
IMC ADVISORS, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $392M assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104634
Assets Under Management $381,608,491
No. Of Clients234
Clients Per Financial Advisor33
KIRR, MARBACH & COMPANY, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $382M assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153696
Assets Under Management $190,537,111
No. Of Clients966
Clients Per Financial Advisor138
KESSLER INVESTMENT GROUP, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 966 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.