Fiduciary advisors in Carmel, IN

24 registered advisers

24 SEC-registered fiduciary advisory firms operate in Carmel, Indiana. Among them, 23 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

40/86 ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #107740
Typical Fee--
AUM$29.2B
Minimum--
Clients16

ALDEBARAN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #122360
Typical Fee--
AUM$162M
Minimum--
Clients339

ARCHER INVESTMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #136403
Typical Fee--
AUM$901M
Minimum--
Clients5,640

CID CAPITAL II, INC.

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #160776
Typical Fee--
AUM$564M
Minimum--
Clients9

EVERNEST FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #328161
Typical Fee--
AUM$905M
Minimum--
Clients1,261

FORTITUDE PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #290074
Typical Fee--
AUM$103M
Minimum--
Clients326

FOUR QUADRANT WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #130753
Typical Fee--
AUM$219M
Minimum--
Clients552

GIMBAL FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #159003
Typical Fee--
AUM$253M
Minimum--
Clients804

GOELZER INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #44402
Typical Fee--
AUM$3.8B
Minimum--
Clients877

GREENLEAF FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #137933
Typical Fee--
AUM$156M
Minimum--
Clients476

HALTER FERGUSON FINANCIAL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #109563
Typical Fee--
AUM$488M
Minimum--
Clients950

INDIE ASSET PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #154503
Typical Fee--
AUM$723M
Minimum--
Clients948

INTREPID FINANCIAL PLANNING GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #112196
Typical Fee--
AUM$355M
Minimum--
Clients1,407

MCMAHAN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #109140
Typical Fee1.25%
AUM$116M
Minimum--
Clients40

MJ RETIREMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #164328
Typical Fee--
AUM$5.1B
Minimum--
Clients323

MONON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #289413
Typical Fee--
AUM$452M
Minimum--
Clients1,629

OXFORD FINANCIAL GROUP, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #105303
Typical Fee--
AUM$19.7B
Minimum--
Clients6,467

SBAUER FUNDS, LLC

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #144782
Typical Fee--
AUM$61M
Minimum--
Clients1

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #288623
Typical Fee--
AUM$4.9B
Minimum--
Clients2,231

STRIVE FINANCIAL GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #333298
Typical Fee--
AUM$188M
Minimum--
Clients1,765

THE FINANCIAL RESOURCE CENTER

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #316747
Typical Fee--
AUM$407M
Minimum--
Clients361

US AGRICULTURE

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #282576
Typical Fee--
AUM$750M
Minimum--
Clients4

VALEO FINANCIAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Carmel, IndianaCRD #127132
Typical Fee--
AUM$10.6B
Minimum--
Clients23,718

WINTHROP CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, IndianaCRD #145216
Typical Fee--
AUM$3.9B
Minimum--
Clients517
Fiduciary Advisors in Carmel, Indiana | FiduciaryListings