Top financial advisors in Noblesville, IN
We’ve curated a list of the best financial advisors in Noblesville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$3,890,070
Number of advisors
1 advisors
| $3,890,070 | 1 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 Noblesville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Noblesville. 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.
Prospero Financial Planning, LLC
Prospero Financial Planning, LLC, established in 2001 and based in Noblesville, Indiana, offers personalized investment advisory services, including financial planning, portfolio management, and pension consulting. The firm's principal owner is Charles Shearman. Financial planning services involve tailored plans based on individual needs, with a negotiable hourly fee of $200. Portfolio management services include discretionary and non-discretionary options, with fees ranging from 0.40% to 1.50% of assets under management. The firm generally imposes a minimum of $10,000 to open and maintain an advisory account, which may be waived based on circumstances. Investment strategies include fundamental analysis, long-term purchases, and short-term purchases. Prospero Financial Planning does not accept performance-based fees or engage in side-by-side management. The firm serves various clients, including individuals, pension plans, trusts, and corporations. Clients' assets are held by independent custodians, and the firm exercises limited custody over funds. Prospero Financial Planning does not vote proxies on behalf of clients and does not participate in class action lawsuits on clients' behalf. Clients receive quarterly performance reports and trade confirmations. The firm prioritizes client interests and complies with a Code of Ethics to ensure fair dealings.
$3,890,070 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Noblesville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Noblesville. 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.
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