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Find Retirement Advisors for Retirement Planning in Fort Wayne, 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 Fort Wayne, Indiana

Last Updated - May 15, 2025

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.

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List of Qualified Retirement Planning Advisors in Fort Wayne, Indiana

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

9921 Dupont Circle Drive West,
Suite 225,
Ft Wayne, IN 46825 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 13 Retirement Planning firms in Fort Wayne, Indiana (Ranked by AUM)

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

Information on Top Retirement Planning firms in Fort Wayne, Indiana

PHILLIPS FINANCIAL

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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.

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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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WEALTH ADVISORS GROUP

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

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

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GALECKI FINANCIAL MANAGEMENT INC

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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.

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
Publication of periodicals and newsletters

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VESTIA PERSONAL WEALTH ADVISORS

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

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MONARCH CAPITAL MANAGEMENT INC

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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.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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HOWARD BAILEY SECURITIES, LLC

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING, THIRD PARTY MONEY MANAGERS, SUB ADVISERS)

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QBOX FIDUCIARY SOLUTIONS, LLC

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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.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

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COMPASS FINANCIAL ADVISORS LLC

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

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

View Full Profile

MARIPAU WEALTH MANAGEMENT LLC

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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.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

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

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FINANCIAL PLANNING SERVICES

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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.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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APPLE TREE ASSET MANAGEMENT, LLC

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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.

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
Selection for other advisors

View Full Profile

TRADEWELL SECURITIES, LLC

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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.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

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

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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