Fiduciary advisors in Fort Wayne, IN

14 registered advisers

Fort Wayne is northeastern Indiana's largest city, where defense contractors, insurance firms, and manufacturing underpin the local advisory market. Of those, 11 are fee-only practices that do not earn commissions from financial product sales. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

APPLE TREE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #298437
Typical Fee--
AUM$130M
Minimum--
Clients1,095

ATLAS CAPITAL MANAGEMENT CORP

Fee-OnlyAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #106107
Typical Fee--
AUM$563M
Minimum--
Clients3,261

COMPASS FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #109131
Typical Fee--
AUM$265M
Minimum--
Clients750

DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #124281
Typical Fee--
AUM$439M
Minimum--
Clients1,253

FINANCIAL PLANNING SERVICES

Also Compensated via Brokerage
Fort Wayne, IndianaCRD #121034
Typical Fee--
AUM$179M
Minimum--
Clients957

GALECKI FINANCIAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #107218
Typical Fee--
AUM$929M
Minimum--
Clients2,440

HOWARD BAILEY SECURITIES, LLC

Fee-OnlyAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #282712
Typical Fee--
AUM$485M
Minimum--
Clients3,793

MARIPAU WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #311934
Typical Fee--
AUM$296M
Minimum--
Clients2,398

MONARCH CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #106244
Typical Fee--
AUM$476M
Minimum--
Clients365

PHILLIPS FINANCIAL

Clean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #131344
Typical Fee--
AUM$2.2B
Minimum--
Clients3,084

QBOX FIDUCIARY SOLUTIONS, LLC

Fee-OnlyAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #167622
Typical Fee--
AUM$434M
Minimum--
Clients378

TRADEWELL SECURITIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #332473
Typical Fee--
AUM$267M
Minimum--
Clients1,080

VESTIA PERSONAL WEALTH ADVISORS

Clean RecordAlso Compensated via Brokerage
Fort Wayne, IndianaCRD #290565
Typical Fee0.50%
AUM$827M
Minimum--
Clients3,829

WEALTH ADVISORS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Wayne, IndianaCRD #122050
Typical Fee--
AUM$1.1B
Minimum--
Clients2,848
Fiduciary Advisors in Fort Wayne, Indiana | FiduciaryListings