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Find Retirement Advisors for Retirement Planning in Fishers, Indiana

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Fishers, Indiana

Last Updated - April 25, 2025

Fishers has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Fishers, Indiana have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Fishers, Indiana

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

8555 River Road,
Suite 350,
Indianapolis, IN 46240 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

The Wellington Group

Qualifications
CRD# 6440839
Firm CRD# 306298

Minimum Assets Required
Not Specified

Address

9000 Keystone Crossing Suite 400,
Indianapolis, IN 46240 See Details

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

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VERIFIED

Ryan Veldhuizen
CFP^®
Catalyze Wealth Management

Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66

Minimum Assets Required
$500,000

Address

550 Congressional Blvd,
Suite 350,
Carmel, IN 46032 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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VERIFIED

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

Qualifications
CRD# 2063597
Firm CRD# 174434

Minimum Assets Required
$500,000

Address

11495 N Pennsylvania St, Suite 235,
Carmel, IN 46032 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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VERIFIED

Crown Haven Wealth Advisors

Qualifications
CRD# 7292118
Firm CRD# 306691
Series 65

Minimum Assets Required
$350,000

Address

11555 N Meridian Street,
Suite #560,
Carmel, IN 46032 See Details

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

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

8350 S. Emerson Avenue,
Indianapolis, IN 46237 See Details

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

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1499 Windhorst Way,
Suite 210,
Greenwd, IN 46143 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Fishers, Indiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	11313 Usa Parkway, Fishers, IN, 46037-0000	$297,007,158	1245	7	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2	11 Municipal Drive, Ste 200 Pmb 1018 Fishers, IN, 46038	$235,639,534	522	7	A percentage of AUM, Hourly charges, Fixed fees
3	14074 Trade Center Drive, Suite 151 Fishers, IN, 46038	$219,737,973	517	9	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Fishers, Indiana

FORUM PRIVATE CLIENT GROUP

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QualificationsFirm CRD# 143075

Assets Under Management $297,007,158

No. Of Clients1245

Clients Per Financial Advisor178

FORUM PRIVATE CLIENT GROUP is a financial advisory firm situated in Fishers, Indiana. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1245 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
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

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HENDERSHOTT WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 170839

Assets Under Management $235,639,534

No. Of Clients522

Clients Per Financial Advisor75

HENDERSHOTT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Fishers, Indiana. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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CBG & COMPANY, INC.

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QualificationsFirm CRD# 149225

Assets Under Management $219,737,973

No. Of Clients517

Clients Per Financial Advisor57

CBG & COMPANY, INC. is a financial advisory firm situated in Fishers, Indiana. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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