Find The Best Financial Advisors in Fort Wayne, 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 Fort Wayne is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Fort Wayne & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Fort Wayne, Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 13 non-vetted financial advisors in Fort Wayne, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fort Wayne, Indiana have an average of 0 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 Fort Wayne, Indiana

Edelman Financial Engines, LLC

877-208-7414

Address

9921 Dupont Circle Drive West,
Suite 225,
Ft Wayne, IN 46825 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PHILLIPS FINANCIAL 6920 Pointe Inverness Way, Suite 230 Fort Wayne, IN, 46804	131344	$2,057,903,619	2853	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
WEALTH ADVISORS GROUP 12726 Coldwater Road, Fort Wayne, IN, 46845	122050	$995,850,684	2672	A percentage of AUM, Hourly charges, Fixed fees
GALECKI FINANCIAL MANAGEMENT INC 7743 West Jefferson Blvd, Fort Wayne, IN, 46804	107218	$767,645,040	2240	A percentage of AUM, Hourly charges, Fixed fees
VESTIA PERSONAL WEALTH ADVISORS 9121 Illinois Road, Suite 51 Fort Wayne, IN, 46804	290565	$668,440,248	3325	A percentage of AUM, Hourly charges, Fixed fees
MONARCH CAPITAL MANAGEMENT INC 127 W Berry Street, Suite 402 Fort Wayne, IN, 46802	106244	$476,439,495	365	A percentage of AUM, Fixed fees
HOWARD BAILEY SECURITIES, LLC 5916 Covington Rd, Fort Wayne, IN, 46804	282712	$463,303,000	4344	A percentage of AUM, Hourly charges, Fixed fees
QBOX FIDUCIARY SOLUTIONS, LLC 1020 E Dupont Road, Fort Wayne, IN, 46825	167622	$434,023,165	378	A percentage of AUM, Fixed fees
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC 6506 Constitution Drive, Fort Wayne, IN, 46804-1550	124281	$322,591,007	1177	A percentage of AUM, Hourly charges, Fixed fees
COMPASS FINANCIAL ADVISORS LLC 9933 Dupont Circle Drive West, Suite 100 Fort Wayne, IN, 46825	109131	$264,674,639	750	A percentage of AUM, Hourly charges, Fixed fees
MARIPAU WEALTH MANAGEMENT LLC 4509 Maplecrest Road, Fort Wayne, IN, 46835	311934	$235,008,470	1986	A percentage of AUM, Fixed fees
FINANCIAL PLANNING SERVICES 6920 Pointe Inverness Way, Ste 170 Fort Wayne, IN, 46804	121034	$153,393,473	872	A percentage of AUM, Fixed fees
APPLE TREE ASSET MANAGEMENT, LLC 4321 Flagstaff Cove, Fort Wayne, IN, 46815	298437	$129,876,404	1095	A percentage of AUM, Hourly charges, Fixed fees
TRADEWELL SECURITIES, LLC 130 West Main Street, #100 Fort Wayne, IN, 46802	332473	$0	0	A percentage of AUM, Fixed fees

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

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.