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 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.
Fort Wayne has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Fort Wayne, Indiana have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 6920 Pointe Inverness Way, Suite 230 Fort Wayne, IN, 46804 | $2,057,903,619 | 2853 | 32 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
2 | 12726 Coldwater Road, Fort Wayne, IN, 46845 | $995,850,684 | 2672 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 7743 West Jefferson Blvd, Fort Wayne, IN, 46804 | $767,645,040 | 2240 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 9121 Illinois Road, Suite 51 Fort Wayne, IN, 46804 | $668,440,248 | 3325 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 127 W Berry Street, Suite 402 Fort Wayne, IN, 46802 | $476,439,495 | 365 | 9 | A percentage of AUM, Fixed fees |
6 | 5916 Covington Rd, Fort Wayne, IN, 46804 | $463,303,000 | 4344 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
7 | 1020 E Dupont Road, Fort Wayne, IN, 46825 | $434,023,165 | 378 | 2 | A percentage of AUM, Fixed fees |
8 | 6506 Constitution Drive, Fort Wayne, IN, 46804-1550 | $322,591,007 | 1177 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
9 | 9933 Dupont Circle Drive West, Suite 100 Fort Wayne, IN, 46825 | $264,674,639 | 750 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
10 | 4509 Maplecrest Road, Fort Wayne, IN, 46835 | $235,008,470 | 1986 | 22 | A percentage of AUM, Fixed fees |
11 | 6920 Pointe Inverness Way, Ste 170 Fort Wayne, IN, 46804 | $153,393,473 | 872 | 5 | A percentage of AUM, Fixed fees |
12 | 4321 Flagstaff Cove, Fort Wayne, IN, 46815 | $129,876,404 | 1095 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
13 | 130 West Main Street, #100 Fort Wayne, IN, 46802 | $0 | 0 | 3 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 131344
Assets Under Management $2,057,903,619
No. Of Clients2853
Clients Per Financial Advisor89
PHILLIPS FINANCIAL is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2853 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122050
Assets Under Management $995,850,684
No. Of Clients2672
Clients Per Financial Advisor206
WEALTH ADVISORS GROUP is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2672 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107218
Assets Under Management $767,645,040
No. Of Clients2240
Clients Per Financial Advisor140
GALECKI FINANCIAL MANAGEMENT INC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $768M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2240 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290565
Assets Under Management $668,440,248
No. Of Clients3325
Clients Per Financial Advisor145
VESTIA PERSONAL WEALTH ADVISORS is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $668M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3325 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106244
Assets Under Management $476,439,495
No. Of Clients365
Clients Per Financial Advisor41
MONARCH CAPITAL MANAGEMENT INC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $476M assets under management, the firm specializes in crafting personalized retirement planning solutions for 365 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282712
Assets Under Management $463,303,000
No. Of Clients4344
Clients Per Financial Advisor290
HOWARD BAILEY SECURITIES, LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4344 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167622
Assets Under Management $434,023,165
No. Of Clients378
Clients Per Financial Advisor189
QBOX FIDUCIARY SOLUTIONS, LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $434M assets under management, the firm specializes in crafting personalized retirement planning solutions for 378 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124281
Assets Under Management $322,591,007
No. Of Clients1177
Clients Per Financial Advisor147
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1177 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109131
Assets Under Management $264,674,639
No. Of Clients750
Clients Per Financial Advisor107
COMPASS FINANCIAL ADVISORS LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 750 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311934
Assets Under Management $235,008,470
No. Of Clients1986
Clients Per Financial Advisor90
MARIPAU WEALTH MANAGEMENT LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1986 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121034
Assets Under Management $153,393,473
No. Of Clients872
Clients Per Financial Advisor174
FINANCIAL PLANNING SERVICES is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 872 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298437
Assets Under Management $129,876,404
No. Of Clients1095
Clients Per Financial Advisor183
APPLE TREE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1095 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 332473
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
TRADEWELL SECURITIES, LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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