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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Noblesville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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.
Get matched with an advisorMethodology
To find the top financial advisors in Noblesville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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