Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Bloomington is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bloomington & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Bloomington, Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Bloomington, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bloomington, Indiana have an average of 35 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
HURLOW WEALTH MANAGEMENT GROUP, INC. 3925 Hagan St., Suite 300 Bloomington, IN, 47401 | 282587 | $454,936,511 | 1539 | A Percentage of AUM, Hourly charges, Fixed Fees |
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. 674 S. College Avenue, Bloomington, IN, 47403 | 128257 | $380,688,119 | 2330 | A Percentage of AUM, Hourly charges |
WELLINGTON INVESTMENT ADVISORS 121 E. 6th Street, Suite 2 Bloomington, IN, 47408 | 283853 | $148,189,000 | 784 | A Percentage of AUM |
LAUGHLIN FINANCIAL LLC 4151 E. 3rd St, Bloomington, IN, 47401 | 165105 | $130,830,749 | 332 | A Percentage of AUM, Hourly charges, Fixed Fees |
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