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

Last Updated - April 25, 2025

Zionsville 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 Zionsville, Indiana have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Zionsville, 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

Find An Advisor

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

Find An Advisor

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

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

8350 S. Emerson Avenue,
Indianapolis, IN 46237 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, Financial Planning for Businesses, Investment Advice & Management, Legal 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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1630 W Oak St, Suite 201 Zionsville, IN, 46077	$535,354,023	1777	19	A percentage of AUM, Hourly charges, Fixed fees
2	75 N. Main Street, Zionsville, IN, 46077	$116,547,005	544	2	A percentage of AUM, Hourly charges, Fixed fees
3	23 E Cedar St, Zionsville, IN, 46077	$72,293,850	109	3	A percentage of AUM

Information on Top Retirement Planning firms in Zionsville, Indiana

WEALTH ADVISORY SOLUTIONS, LLC

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QualificationsFirm CRD# 288903

Assets Under Management $535,354,023

No. Of Clients1777

Clients Per Financial Advisor94

WEALTH ADVISORY SOLUTIONS, LLC is a financial advisory firm situated in Zionsville, Indiana. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1777 clients. The team consists of 19 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

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HOBBS WEALTH MANAGEMENT

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QualificationsFirm CRD# 325374

Assets Under Management $116,547,005

No. Of Clients544

Clients Per Financial Advisor272

HOBBS WEALTH MANAGEMENT is a financial advisory firm situated in Zionsville, Indiana. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 544 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
Hourly charges
Fixed fees

Financial Planning Services

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

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CANTERBURY INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 125680

Assets Under Management $72,293,850

No. Of Clients109

Clients Per Financial Advisor36

CANTERBURY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Zionsville, Indiana. With a nearly $72M assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Education seminars/workshops

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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