Top financial advisors in Indianpolis, IN
We’ve curated a list of the best financial advisors in Indianpolis, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$72,982,994
Number of advisors
4 advisors
| $72,982,994 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Indianpolis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Indianpolis. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Capstone Wealth Advisors,inc.
Capstone Wealth Advisors, Inc. is a registered investment adviser established in the fall of 2002. The firm specializes in offering personal Financial Planning Services and Wealth Advisory Services to individuals and families. Services provided include tax reduction planning, discretionary asset allocation and monitoring, cash flow planning, estate organization, beneficiary designations, budgeting, and life and wealth goal planning. The firm utilizes investment products such as mutual funds, ETFs, and separately managed accounts for asset allocation. Clients have the option to block specific securities from their accounts, such as alcohol and tobacco. Capstone Wealth Advisors, Inc. acts as a fiduciary for retirement plans under ERISA, providing non-discretionary investment advice. The firm also offers Business Advisory Services, IRA Rollover Recommendations, and consulting services to businesses. Clients are charged project fees for financial planning services and advisory fees based on a tiered percentage rate for wealth advisory services. The firm does not participate in wrap fee arrangements and manages client assets on a discretionary basis. Clients are provided with periodic reports on their investments and performance. Capstone Wealth Advisors, Inc. does not have any disciplinary information and operates with transparency regarding fees and compensation structures.
$72,982,994 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Indianpolis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Indianpolis. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.