Low Cost · Carmel
Cheap Financial Advisors in Carmel, IN — Best Prices
Compare financial advisors prices in Carmel to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Carmel, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Halter Ferguson Financial Inc with a 5.0-star rating from 54 Google reviews and an RNM Score of 80/100. Also in the top tier: Carson Wealth Carmel (formerly Total Wealth Planning) and Blumberg Wealth Advisors LLC. The average rating across all listed financial advisors in Carmel is 5 stars from 8 reviews per business on average.
Financial advisors in Carmel typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Halter Ferguson Financial Inc
Halter Ferguson Financial Inc stands out as a top-ranked advisor in Carmel due to its long-standing reputation and comprehensive wealth management services tailored to high-net-worth clients.
Most Reviewed
Carson Wealth Carmel (formerly Total Wealth Planning)
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality from a larger sample of feedback.
When choosing a financial advisor in Carmel, consider your specific needs such as retirement planning or tax strategy, and schedule initial consultations with multiple firms to compare their approach and fees. Always verify credentials and check for any disciplinary history through regulatory bodies.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from 54 Google reviews.
13080 Grand Blvd Ste 130, Carmel, IN 46032, USA5.0 stars from 26 reviews, reflecting exceptional client satisfaction and trust.
11495 N Pennsylvania St Suite 245, Carmel, IN 46032, USAHighly rated financial advisor in Carmel, with a perfect 5.0 from 9 reviews.
11611 N Meridian St UNIT 160, Carmel, IN 46032, USAFinancial Advisors Rankings in Carmel, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Halter Ferguson Financial Inc13080 Grand Blvd Ste 130, Carmel, IN 46032, USA | 5.0★ | 54 |
| #2 | Carson Wealth Carmel (formerly Total Wealth Planning)11495 N Pennsylvania St Suite 245, Carmel, IN 46032, USA | 5.0★ | 26 |
| #3 | Blumberg Wealth Advisors LLC11611 N Meridian St UNIT 160, Carmel, IN 46032, USA | 5.0★ | 9 |
| #4 | Gimbal Financial620 N Rangeline Rd, Carmel, IN 46032, USA | 4.6★ | 10 |
| #5 | Edward Jones - Financial Advisor: Cody J Young, AAMS®14747 Oak Rd Ste 200, Carmel, IN 46033, USA | 5.0★ | 8 |
| #6 | Valeo Financial Advisors, LLC10 W Carmel Dr #400, Carmel, IN 46032, USA | 5.0★ | 4 |
| #7 | Evans May Wealth211 W Main St Suite 301, Carmel, IN 46032, USA | 5.0★ | 3 |
| #8 | Shepherd Financial111 Congressional Blvd Suite 100, Carmel, IN 46032, USA | 5.0★ | 1 |
| #9 | Monon Wealth Management99 E Carmel Dr Suite 160, Carmel, IN 46032, USA | 5.0★ | 1 |
| #10 | Pathway Wealth Advisory of Raymond James11611 N Meridian St Ste 600, Carmel, IN 46032, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Carmel
Trusted by local clients with a strong 4.6-star rating from 10 reviews.
620 N Rangeline Rd, Carmel, IN 46032, USA
5.0-star rating from 8 Google reviews, reflecting exceptional client satisfaction.
14747 Oak Rd Ste 200, Carmel, IN 46033, USA
5.0 stars from 4 reviews, reflecting exceptional client satisfaction in Carmel.
10 W Carmel Dr #400, Carmel, IN 46032, USA
Earns a perfect 5.0-star rating from a handful of local Google reviews.
211 W Main St Suite 301, Carmel, IN 46032, USA
Consistently earns a perfect 5.0-star rating from its early Google reviews.
111 Congressional Blvd Suite 100, Carmel, IN 46032, USA
Trusted by clients with a perfect 5.0-star rating based on early reviews.
99 E Carmel Dr Suite 160, Carmel, IN 46032, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
11611 N Meridian St Ste 600, Carmel, IN 46032, USA
5.0 stars from a handful of Google reviews.
580 E Carmel Dr SUITE 208, Carmel, IN 46032, USA
Consistently earns perfect 5.0-star ratings from its clients.
645 W Carmel Dr #110, Carmel, IN 46032, USA
5.0 stars from a handful of Google reviews, reflecting strong client satisfaction.
571 Monon Trl Suite 400, Carmel, IN 46032, USA
Exceptional 5.0-star rating based on initial client feedback in Carmel.
445 N End Dr Apartment 216, Carmel, IN 46032, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction.
10435 Commerce Dr SUITE 140, Carmel, IN 46032, USA
Carmel financial advisor with a perfect 5.0 rating from 7 Google reviews.
12900 N Meridian St SUITE 130, Carmel, IN 46032, USA
Consistently earns perfect 5.0-star ratings from clients in Carmel.
10333 N Meridian St Ste 120, Indianapolis, IN 46290, USA
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Financial Advisors in Carmel, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Halter Ferguson Financial Inc | 80/100 | 5.0 ★ | 54 |
| 2 | Carson Wealth Carmel (formerly Total Wealth Planning) | 76/100 | 5.0 ★ | 26 |
| 3 | Blumberg Wealth Advisors LLC | 71/100 | 5.0 ★ | 9 |
| 4 | Gimbal Financial | 65/100 | 4.6 ★ | 10 |
| 5 | Edward Jones - Financial Advisor: Cody J Young, AAMS® | 70/100 | 5.0 ★ | 8 |
| 6 | Valeo Financial Advisors, LLC | 67/100 | 5.0 ★ | 4 |
| 7 | Evans May Wealth | 66/100 | 5.0 ★ | 3 |
| 8 | Shepherd Financial | 62/100 | 5.0 ★ | 1 |
| 9 | Monon Wealth Management | 62/100 | 5.0 ★ | 1 |
| 10 | Pathway Wealth Advisory of Raymond James | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Carmel
What is a fiduciary financial advisor and why does it matter in Carmel?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Carmel, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Carmel?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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