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Find Retirement Advisors for Retirement Planning in South Bend, 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 South Bend, Indiana

Last Updated - April 25, 2025

South Bend has 4 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 24 years of experience.

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List of Qualified Retirement Planning Advisors in South Bend, Indiana

VERIFIED

Edward Camp
CFP^®, CLU^®, ChFC^®
CFD Investments, Inc

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

Minimum Assets Required
$250,000

Address

3835 Edison Lakes Parkway Suite 300,
Mishawaka, IN 46545 See Details

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

Find An Advisor

VERIFIED

Wesley Kotys
CFP^®, AAMS^®
Kotys Wealth Professionals

Qualifications
CRD# 4051934
Firm CRD# 168156

Minimum Assets Required
$500,000

Address

1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383 See Details

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

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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

Find An Advisor

VERIFIED

Randy Dippell
RMA^® CRPC^® AIF^® CEPA^®
Milestone Money

Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66

Minimum Assets Required
$0

Address

1165 N Clark St #700,
Chicago, IL 60610 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	806 Howard St, Suite 200 South Bend, IN, 46617	$1,601,250,305	5	21	A percentage of AUM, Performance Based
2	202 S. Michigan St., Suite 910 South Bend, IN, 46601	$767,071,979	383	4	A percentage of AUM, Hourly charges, Fixed fees
3	201 S. Main Street, Suite 503 South Bend, IN, 46601	$134,165,706	202	2	A percentage of AUM

Information on Top Retirement Planning firms in South Bend, Indiana

CERES PARTNERS, LLC

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QualificationsFirm CRD# 290937

Assets Under Management $1,601,250,305

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 vehicles

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WALTER KEENAN WEALTH MANAGEMENT

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QualificationsFirm CRD# 104838

Assets Under Management $767,071,979

No. Of Clients383

Clients Per Financial Advisor96

WALTER KEENAN WEALTH MANAGEMENT is a financial advisory firm situated in South Bend, Indiana. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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KESTREL WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 153503

Assets Under Management $134,165,706

No. Of Clients202

Clients Per Financial Advisor101

KESTREL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in South Bend, Indiana. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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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