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Find Retirement Advisors for Retirement Planning in Columbus, 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 Columbus, Indiana
Last Updated - April 25, 2025Columbus has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Columbus, Indiana have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Columbus, Indiana
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
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
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
VERIFIEDReliant Wealth Planning
CFP®, CRPS®, MSFS, RICP®, AEP®
Qualifications
Firm CRD# 286230
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
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 5 Retirement Planning firms in Columbus, Indiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 4400 Ray Boll Blvd., Columbus, IN, 47203 | $840,000,000 | 995 | 5 | A percentage of AUM |
| 2 | 540 Plaza Drive, Suite L, Columbus, IN, 47201-2922 | $448,208,714 | 102 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 4400 Ray Boll Blvd., Columbus, IN, 47203 | $446,000,000 | 1 | 6 | A percentage of AUM |
| 4 | 621 Washington Street, Columbus, IN, 47201-6231 | $434,607,983 | 245 | 7 | A percentage of AUM |
| 5 | 50 Washington Street, Suite 3b Columbus, IN, 47201 | $234,775,733 | 1019 | 7 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Columbus, Indiana
QualificationsFirm CRD# 137872
Assets Under Management $840,000,000
No. Of Clients995
Clients Per Financial Advisor199
SMI ADVISORY SERVICES, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $840M assets under management, the firm specializes in crafting personalized retirement planning solutions for 995 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
QualificationsFirm CRD# 111537
Assets Under Management $448,208,714
No. Of Clients102
Clients Per Financial Advisor20
IMC ADVISORS, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $448M assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 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
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 331301
Assets Under Management $446,000,000
No. Of Clients1
Clients Per Financial Advisor0
3FOURTEEN & SMI ADVISORY SERVICES, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 104634
Assets Under Management $434,607,983
No. Of Clients245
Clients Per Financial Advisor35
KIRR, MARBACH & COMPANY, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 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
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 153696
Assets Under Management $234,775,733
No. Of Clients1019
Clients Per Financial Advisor146
KESSLER INVESTMENT GROUP, LLC is a financial advisory firm situated in Columbus, Indiana. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1019 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
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 Fort Wayne, Indiana
- Retirement Planners in Greenwood, Indiana
- Retirement Planners in Indianapolis, 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.