Browse 2 verified fee-only fiduciary financial advisors in Indiana. All advisors have earned the Orange Check badge.
Indiana's financial planning market is anchored by Indianapolis, one of the Midwest's largest insurance and financial services hubs, alongside growing mid-sized cities like Fort Wayne and South Bend. The presence of a large insurance industry in the state means consumers need to distinguish between insurance-based financial planners and true investment fiduciaries. Every advisor verified by Fiduciary Check in Indiana has been confirmed against SEC IAPD and FINRA records and is a fee-only Registered Investment Adviser.
Indiana's Securities Division within the Secretary of State's Office regulates state-registered investment advisers. Advisers with $100 million or more in assets under management register at the SEC level. Both are fiduciaries to their clients.
Indiana's large insurance sector creates a market where the line between insurance agent, financial planner, and investment adviser can be blurred. The Fiduciary Check verification process requires confirmed RIA registration — not just insurance licensure or FINRA broker registration — as a baseline. An advisor must clear both the registration check and the clean-record check to appear in the directory.
Showing 1 - 2 of 2 advisors in Indiana
