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Find Retirement Advisors for Retirement Planning in Zionsville, 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.
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Finding the Best Retirement Planners in Zionsville, Indiana
Last Updated - April 19, 2024Zionsville has 3 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 24 years of experience.
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List of Qualified Retirement Planning Advisors in Zionsville, Indiana
VERIFIEDRyan Veldhuizen
CFP®
Catalyze Wealth Management
Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Zionsville, Indiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WEALTH ADVISORY SOLUTIONS, LLC 1630 W Oak St, Suite 201 Zionsville, IN, 46077 | $667,135,130 | 2894 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CENTERPOINT WEALTH MANAGEMENT, LLC 56 N. Main Street, Zionsville, IN, 46077 | $225,844,412 | 278 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | CANTERBURY INVESTMENT MANAGEMENT, LLC 23 E Cedar St, Zionsville, IN, 46077 | $90,500,165 | 386 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Zionsville, Indiana
QualificationsFirm CRD# 288903
Assets Under Management $667,135,130
No. Of Clients2894
Clients Per Financial Advisor152
WEALTH ADVISORY SOLUTIONS, LLC is a financial advisory firm situated in Zionsville, Indiana. With a nearly $667M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2894 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 119656
Assets Under Management $225,844,412
No. Of Clients278
Clients Per Financial Advisor70
CENTERPOINT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Zionsville, Indiana. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 278 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
- Selection of Other Advisors
QualificationsFirm CRD# 125680
Assets Under Management $90,500,165
No. Of Clients386
Clients Per Financial Advisor97
CANTERBURY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Zionsville, Indiana. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 386 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Carmel, Indiana
- Retirement Planners in Evansville, Indiana
- Retirement Planners in Mishawaka, Indiana
- Retirement Planners in Valparaiso, Indiana
Looking for more choices? Use our free match service to compare retirement planners serving your area.