National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Fort Wayne, 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 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

Top 14 Retirement Planning firms in Fort Wayne, Indiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LINCOLN FINANCIAL ADVISORS CORPORATION
1301 South Harrison Street,
Fort Wayne, IN, 46802
$32,602,597,413981991690
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
2
LINCOLN FINANCIAL SECURITIES CORPORATION
1301 South Harrison Street,
Fort Wayne, IN, 46802
$3,944,710,10018171726
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
3
PHILLIPS FINANCIAL
6920 Pointe Inverness Way, Suite 230
Fort Wayne, IN, 46804
$1,749,643,216264831
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
4
WEALTH ADVISORS GROUP
12726 Coldwater Road,
Fort Wayne, IN, 46845
$934,063,627257511
A Percentage of AUM, Hourly charges, Fixed Fees
5
GALECKI FINANCIAL MANAGEMENT INC
7743 West Jefferson Blvd,
Fort Wayne, IN, 46804
$563,039,602197717
A Percentage of AUM, Hourly charges, Fixed Fees
6
VESTIA PERSONAL WEALTH ADVISORS
9121 Illinois Road, Suite 51
Fort Wayne, IN, 46804
$514,035,632283223
A Percentage of AUM, Hourly charges, Fixed Fees
7
MONARCH CAPITAL MANAGEMENT INC
127 W Berry Street, Suite 402
Fort Wayne, IN, 46802
$409,117,7433469
A Percentage of AUM, Fixed Fees
8
HOWARD BAILEY SECURITIES, LLC
5916 Covington Rd,
Fort Wayne, IN, 46804
$372,998,144408212
A Percentage of AUM, Hourly charges, Fixed Fees
9
QBOX FIDUCIARY SOLUTIONS, LLC
1020 E Dupont Road,
Fort Wayne, IN, 46825
$335,597,6624443
A Percentage of AUM, Fixed Fees
10
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
6506 Constitution Drive,
Fort Wayne, IN, 46804-1550
$274,758,11311398
A Percentage of AUM, Hourly charges, Fixed Fees
11
COMPASS FINANCIAL ADVISORS LLC
9933 Dupont Circle Drive West, Suite 100
Fort Wayne, IN, 46825
$198,913,2317139
A Percentage of AUM, Hourly charges, Fixed Fees
12
MARIPAU WEALTH MANAGEMENT LLC
4509 Maplecrest Road,
Fort Wayne, IN, 46835
$181,514,406140717
A Percentage of AUM, Fixed Fees
13
FINANCIAL PLANNING SERVICES
6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN, 46804
$98,308,5666775
A Percentage of AUM, Fixed Fees
14
MAMMOTH ADVISORS, LLC
9121 Illinois Road, Suite 51b,
Fort Wayne, IN, 46804
$001
A Percentage of AUM

Information on Top Retirement Planning firms in Fort Wayne, Indiana

QualificationsFirm CRD# 3978

Assets Under Management $32,602,597,413

No. Of Clients98199

Clients Per Financial Advisor58

LINCOLN FINANCIAL ADVISORS CORPORATION is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98199 clients. The team consists of 1690 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 3870

Assets Under Management $3,944,710,100

No. Of Clients18171

Clients Per Financial Advisor25

LINCOLN FINANCIAL SECURITIES CORPORATION is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18171 clients. The team consists of 726 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 131344

Assets Under Management $1,749,643,216

No. Of Clients2648

Clients Per Financial Advisor85

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 2648 clients. The team consists of 31 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 122050

Assets Under Management $934,063,627

No. Of Clients2575

Clients Per Financial Advisor234

WEALTH ADVISORS GROUP is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $934M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2575 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107218

Assets Under Management $563,039,602

No. Of Clients1977

Clients Per Financial Advisor116

GALECKI FINANCIAL MANAGEMENT INC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $563M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1977 clients. The team consists of 17 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 290565

Assets Under Management $514,035,632

No. Of Clients2832

Clients Per Financial Advisor123

VESTIA PERSONAL WEALTH ADVISORS is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2832 clients. The team consists of 23 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 106244

Assets Under Management $409,117,743

No. Of Clients346

Clients Per Financial Advisor38

MONARCH CAPITAL MANAGEMENT INC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 346 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 282712

Assets Under Management $372,998,144

No. Of Clients4082

Clients Per Financial Advisor340

HOWARD BAILEY SECURITIES, LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $373M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4082 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 167622

Assets Under Management $335,597,662

No. Of Clients444

Clients Per Financial Advisor148

QBOX FIDUCIARY SOLUTIONS, LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 444 clients. The team consists of 3 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

  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 124281

Assets Under Management $274,758,113

No. Of Clients1139

Clients Per Financial Advisor142

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1139 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 109131

Assets Under Management $198,913,231

No. Of Clients713

Clients Per Financial Advisor79

COMPASS FINANCIAL ADVISORS LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 713 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 311934

Assets Under Management $181,514,406

No. Of Clients1407

Clients Per Financial Advisor83

MARIPAU WEALTH MANAGEMENT LLC is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1407 clients. The team consists of 17 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 121034

Assets Under Management $98,308,566

No. Of Clients677

Clients Per Financial Advisor135

FINANCIAL PLANNING SERVICES is a financial advisory firm situated in Fort Wayne, Indiana. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 677 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
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 323225

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

MAMMOTH ADVISORS, 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 1 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 pooled Investment
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

Get Matched With Planners