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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 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.

Finding the Best Retirement Planners in Fort Wayne, Indiana

Last Updated - December 4, 2024

Fort Wayne has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 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 14 Retirement Planning firms in Fort Wayne, Indiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street, Fort Wayne, IN, 46802	$32,602,597,413	98199	1690	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
2	LINCOLN FINANCIAL SECURITIES CORPORATION 1301 South Harrison Street, Fort Wayne, IN, 46802	$3,944,710,100	18171	726	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
3	PHILLIPS FINANCIAL 6920 Pointe Inverness Way, Suite 230 Fort Wayne, IN, 46804	$1,749,643,216	2648	31	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
4	WEALTH ADVISORS GROUP 12726 Coldwater Road, Fort Wayne, IN, 46845	$934,063,627	2575	11	A Percentage of AUM, Hourly charges, Fixed Fees
5	GALECKI FINANCIAL MANAGEMENT INC 7743 West Jefferson Blvd, Fort Wayne, IN, 46804	$563,039,602	1977	17	A Percentage of AUM, Hourly charges, Fixed Fees
6	VESTIA PERSONAL WEALTH ADVISORS 9121 Illinois Road, Suite 51 Fort Wayne, IN, 46804	$514,035,632	2832	23	A Percentage of AUM, Hourly charges, Fixed Fees
7	MONARCH CAPITAL MANAGEMENT INC 127 W Berry Street, Suite 402 Fort Wayne, IN, 46802	$409,117,743	346	9	A Percentage of AUM, Fixed Fees
8	HOWARD BAILEY SECURITIES, LLC 5916 Covington Rd, Fort Wayne, IN, 46804	$372,998,144	4082	12	A Percentage of AUM, Hourly charges, Fixed Fees
9	QBOX FIDUCIARY SOLUTIONS, LLC 1020 E Dupont Road, Fort Wayne, IN, 46825	$335,597,662	444	3	A Percentage of AUM, Fixed Fees
10	DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC 6506 Constitution Drive, Fort Wayne, IN, 46804-1550	$274,758,113	1139	8	A Percentage of AUM, Hourly charges, Fixed Fees
11	COMPASS FINANCIAL ADVISORS LLC 9933 Dupont Circle Drive West, Suite 100 Fort Wayne, IN, 46825	$198,913,231	713	9	A Percentage of AUM, Hourly charges, Fixed Fees
12	MARIPAU WEALTH MANAGEMENT LLC 4509 Maplecrest Road, Fort Wayne, IN, 46835	$181,514,406	1407	17	A Percentage of AUM, Fixed Fees
13	FINANCIAL PLANNING SERVICES 6920 Pointe Inverness Way, Ste 170 Fort Wayne, IN, 46804	$98,308,566	677	5	A Percentage of AUM, Fixed Fees
14	MAMMOTH ADVISORS, LLC 9121 Illinois Road, Suite 51b, Fort Wayne, IN, 46804	$0	0	1	A Percentage of AUM

Information on Top Retirement Planning firms in Fort Wayne, Indiana

LINCOLN FINANCIAL ADVISORS CORPORATION

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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

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LINCOLN FINANCIAL SECURITIES CORPORATION

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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

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PHILLIPS FINANCIAL

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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

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WEALTH ADVISORS GROUP

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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

GALECKI FINANCIAL MANAGEMENT INC

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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

VESTIA PERSONAL WEALTH ADVISORS

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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

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MONARCH CAPITAL MANAGEMENT INC

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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

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HOWARD BAILEY SECURITIES, LLC

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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

QBOX FIDUCIARY SOLUTIONS, LLC

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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

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

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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

COMPASS FINANCIAL ADVISORS LLC

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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

MARIPAU WEALTH MANAGEMENT LLC

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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

FINANCIAL PLANNING SERVICES

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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

MAMMOTH ADVISORS, LLC

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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

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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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