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Find Retirement Advisors for Retirement Planning in South Bend, 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.

Finding the Best Retirement Planners in South Bend, Indiana

Last Updated - May 11, 2024

South Bend has 2 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 South Bend, Indiana have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in South Bend, Indiana

advisor-photo
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Edward Camp
CFP®, CLU®, ChFC®
CFD Investments, Inc

Qualifications
CRD# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo
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Wesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals

Qualifications
CRD# 4051934
Firm CRD# 168156

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

Top 3 Retirement Planning firms in South Bend, Indiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CERES PARTNERS, LLC
806 Howard St, Suite 200
South Bend, IN, 46617
$1,549,184,975521
A Percentage of AUM, Performance Based
2
WALTER KEENAN WEALTH MANAGEMENT
202 S. Michigan St., Suite 910
South Bend, IN, 46601
$717,482,6093244
A Percentage of AUM, Hourly charges, Fixed Fees
3
KESTREL WEALTH MANAGEMENT, LLC
201 S. Main Street, Suite 503
South Bend, IN, 46601
$108,416,064671
A Percentage of AUM

Information on Top Retirement Planning firms in South Bend, Indiana

QualificationsFirm CRD# 290937

Assets Under Management $1,549,184,975

No. Of Clients5

Clients Per Financial Advisor0

CERES PARTNERS, LLC is a financial advisory firm situated in South Bend, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 104838

Assets Under Management $717,482,609

No. Of Clients324

Clients Per Financial Advisor81

WALTER KEENAN WEALTH MANAGEMENT is a financial advisory firm situated in South Bend, Indiana. With a nearly $717M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 153503

Assets Under Management $108,416,064

No. Of Clients67

Clients Per Financial Advisor67

KESTREL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in South Bend, Indiana. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 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 Individuals
  • Portfolio Management for Business
View Full Profile

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