Top financial advisors in Zionsville, IN
We’ve curated a list of the best financial advisors in Zionsville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$655,057,095
Number of advisors
19 advisors
| $655,057,095 | 19 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 Zionsville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Zionsville. 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.
Wealth Advisory Solutions, LLC
Wealth Advisory Solutions, LLC is an Indiana limited liability company established on May 25, 2017, offering investment advisory services such as financial planning, investment consulting, and asset management. The firm operates under various business names, including Intelligent Design Advisors, LLC, Cedar Wealth Partners, and The Monument Circle Group. The principal owners are Kim Custer, Steve Kyburz, Ty Needler, M. Chet Warren, Kyle Marburger, Rick Davis, Steven Smith, and Johnelle Smith. The firm's investment strategies include long-term purchases, short-term purchases, trading, and options, with a focus on strategic and tactical asset allocation. Clients are predominantly individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The minimum account size for investment management services is $100,000, with a minimum quarterly fee of $250 if the account falls below this threshold. Wealth Advisory Solutions charges annual fees of up to 2.75% for discretionary assets and Managed Non-Discretionary Assets. The firm may reduce fees based on various factors and provides financial planning services on a project basis. Clients have the option of engaging the firm on a discretionary or non-discretionary basis, with the Adviser providing tailored investment strategies based on client objectives. The firm does not exercise proxy voting authority for clients and does not have custody of client funds or securities. Wealth Advisory Solutions maintains a privacy policy to protect clients' nonpublic personal information.
$655,057,095 under management
19 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 Zionsville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Zionsville. 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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