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Find The Best Financial Advisors in Columbus, Indiana

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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 Columbus is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Columbus & pick the one as per your needs

How To Find The Best Financial Advisors in Columbus, Indiana
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Columbus, Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 5 non-vetted financial advisors in Columbus, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Columbus, Indiana have an average of 25 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.

List of Qualified Financial Advisors in Columbus, Indiana

Edelman Financial Engines, LLC

877-208-7414

Address

1499 Windhorst Way,
Suite 210,
Greenwd, IN 46143 See Details

Savant Wealth Management

317-449-2040

Address

8350 S. Emerson Avenue,
Indianapolis, IN 46237 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

8555 River Road,
Suite 350,
Indianapolis, IN 46240 See Details

The Wellington Group

317-846-5055

Address

9000 Keystone Crossing Suite 400,
Indianapolis, IN 46240 See Details

David Wilder

Total Wealth Planning

317-877-8000

Address

11495 N Pennsylvania St, Suite 235,
Carmel, IN 46032 See Details

Crown Haven Wealth Advisors

317-819-6638

Address

11555 N Meridian Street,
Suite #560,
Carmel, IN 46032 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

9960 Corporate Campus Drive,
Suite 1200,
Louisville, KY 40223 See Details

Reliant Wealth Planning

502-398-5051

Address

301 Townepark Circle,
Louisville, KY 40243 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

7310 Turfway Road,
Suite 550,
Florence, KY 41042 See Details

Top Financial Advisor Firms in Columbus, Indiana (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SMI ADVISORY SERVICES, LLC 4400 Ray Boll Blvd., Columbus, IN, 47203	137872	$840,000,000	995	A percentage of AUM
IMC ADVISORS, LLC 540 Plaza Drive, Suite L, Columbus, IN, 47201-2922	111537	$448,208,714	102	A percentage of AUM, Hourly charges, Fixed fees
3FOURTEEN & SMI ADVISORY SERVICES, LLC 4400 Ray Boll Blvd., Columbus, IN, 47203	331301	$446,000,000	1	A percentage of AUM
KIRR, MARBACH & COMPANY, LLC 621 Washington Street, Columbus, IN, 47201-6231	104634	$434,607,983	245	A percentage of AUM
KESSLER INVESTMENT GROUP, LLC 50 Washington Street, Suite 3b Columbus, IN, 47201	153696	$234,775,733	1019	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Columbus, Indiana

How To Find The Best Financial Advisors in Columbus, IndianaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Columbus, Indiana

Address

Address

Address

Address

Total Wealth Planning

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Columbus, Indiana (Ranked by AUM)

Select other cities around Columbus, Indiana to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Columbus, Indiana
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy