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Find Retirement Advisors for Retirement Planning in Kokomo, 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 Kokomo, Indiana

Last Updated - April 25, 2025

Kokomo has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Kokomo, Indiana have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Kokomo, Indiana

VERIFIED

Ryan Veldhuizen
CFP^®
Catalyze Wealth Management

Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66

Minimum Assets Required
$500,000

Address

550 Congressional Blvd,
Suite 350,
Carmel, IN 46032 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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VERIFIED

David Wilder
MST, CTFA, CEPA^®, CFP^®, AIF^®
Total Wealth Planning

Qualifications
CRD# 2063597
Firm CRD# 174434

Minimum Assets Required
$500,000

Address

11495 N Pennsylvania St, Suite 235,
Carmel, IN 46032 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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VERIFIED

Crown Haven Wealth Advisors

Qualifications
CRD# 7292118
Firm CRD# 306691
Series 65

Minimum Assets Required
$350,000

Address

11555 N Meridian Street,
Suite #560,
Carmel, IN 46032 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Not Specified

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

8555 River Road,
Suite 350,
Indianapolis, IN 46240 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

The Wellington Group

Qualifications
CRD# 6440839
Firm CRD# 306298

Minimum Assets Required
Not Specified

Address

9000 Keystone Crossing Suite 400,
Indianapolis, IN 46240 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1499 Windhorst Way,
Suite 210,
Greenwd, IN 46143 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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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 3 Retirement Planning firms in Kokomo, Indiana (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2704 S Goyer Rd, Kokomo, IN, 46902	$2,082,130,980	12377	152	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
2	2713 Rockford Lane, Kokomo, IN, 46902	$665,628,767	1908	4	A percentage of AUM
3	1830 S. Plate St., Kokomo, IN, 46902	$332,832,586	594	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Kokomo, Indiana

CREATIVE FINANCIAL DESIGNS, INC.

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QualificationsFirm CRD# 109032

Assets Under Management $2,082,130,980

No. Of Clients12377

Clients Per Financial Advisor81

CREATIVE FINANCIAL DESIGNS, INC. is a financial advisory firm situated in Kokomo, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12377 clients. The team consists of 152 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Financial Planning Services

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

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SYCAMORE FINANCIAL GROUP

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QualificationsFirm CRD# 14143

Assets Under Management $665,628,767

No. Of Clients1908

Clients Per Financial Advisor477

SYCAMORE FINANCIAL GROUP is a financial advisory firm situated in Kokomo, Indiana. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1908 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

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

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SMITH FINANCIAL INVESTMENT ADVISORS, INC.

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QualificationsFirm CRD# 154022

Assets Under Management $332,832,586

No. Of Clients594

Clients Per Financial Advisor119

SMITH FINANCIAL INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Kokomo, Indiana. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 594 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
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

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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