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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 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 - April 25, 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

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 NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

6920 Pointe Inverness Way, Suite 230
Fort Wayne, IN, 46804
$2,057,903,619285332
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2

12726 Coldwater Road,
Fort Wayne, IN, 46845
$995,850,684267213
A percentage of AUM, Hourly charges, Fixed fees
3

7743 West Jefferson Blvd,
Fort Wayne, IN, 46804
$767,645,040224016
A percentage of AUM, Hourly charges, Fixed fees
4

9121 Illinois Road, Suite 51
Fort Wayne, IN, 46804
$668,440,248332523
A percentage of AUM, Hourly charges, Fixed fees
5

127 W Berry Street, Suite 402
Fort Wayne, IN, 46802
$476,439,4953659
A percentage of AUM, Fixed fees
6

5916 Covington Rd,
Fort Wayne, IN, 46804
$463,303,000434415
A percentage of AUM, Hourly charges, Fixed fees
7

1020 E Dupont Road,
Fort Wayne, IN, 46825
$434,023,1653782
A percentage of AUM, Fixed fees
8

6506 Constitution Drive,
Fort Wayne, IN, 46804-1550
$322,591,00711778
A percentage of AUM, Hourly charges, Fixed fees
9

9933 Dupont Circle Drive West, Suite 100
Fort Wayne, IN, 46825
$264,674,6397507
A percentage of AUM, Hourly charges, Fixed fees
10

4509 Maplecrest Road,
Fort Wayne, IN, 46835
$235,008,470198622
A percentage of AUM, Fixed fees
11

6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN, 46804
$153,393,4738725
A percentage of AUM, Fixed fees
12

4321 Flagstaff Cove,
Fort Wayne, IN, 46815
$129,876,40410956
A percentage of AUM, Hourly charges, Fixed fees
13

130 West Main Street, #100
Fort Wayne, IN, 46802
$003
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Fort Wayne, Indiana

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
View Full Profile

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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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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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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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
View Full Profile

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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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
View Full Profile

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
View Full Profile

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

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
View Full Profile

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
View Full Profile

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

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

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