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Financial Advisors Near You in Fort Wayne, IN

Find financial advisors close to you in Fort Wayne. All results are sorted by proximity and rated by real local customers.

As of May 2026, RatingsNearMe ranks 20 financial advisors in Fort Wayne, IN by verified customer ratings and review volume. The highest-rated is Troyer Retirement with a 5.0-star rating from 55 verified reviews. Also in the top tier: Howard Bailey Financial, Inc. and Wealth Advisors Group. The average rating across all listed financial advisors in Fort Wayne is 4.9 stars from 14 reviews per business on average.

Financial advisors in Fort Wayne typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

20

Businesses listed

4.9★

Avg rating

14

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Troyer Retirement

5.0(55 reviews)

9921 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825, USA

🥈

Howard Bailey Financial, Inc.

4.8(41 reviews)

5916 Covington Rd, Fort Wayne, IN 46804, USA

🥉

Wealth Advisors Group

5.0(27 reviews)

12726 Coldwater Rd, Fort Wayne, IN 46845, USA

Financial Advisors Rankings in Fort Wayne, IN

#BusinessRatingReviews
#1Troyer Retirement9921 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825, USA5.055
#2Howard Bailey Financial, Inc.5916 Covington Rd, Fort Wayne, IN 46804, USA4.841
#3Wealth Advisors Group12726 Coldwater Rd, Fort Wayne, IN 46845, USA5.027
#4Galecki Financial Management - Fort Wayne Fee-Only Financial Planner7743 W Jefferson Blvd, Fort Wayne, IN 46804, USA4.821
#5Reynolds Wealth Management10211 Auburn Park Dr, Fort Wayne, IN 46825, USA5.03
#6SYM Financial Advisors7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA5.02
#7Summit Financial Group3302 Mallard Cove Ln, Fort Wayne, IN 46804, USA5.01
#8Collier Financial4509 Maplecrest Rd, Fort Wayne, IN 46835, USA4.818
#9Financial Planning Services6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804, USA5.04
#10Foxworthy Wealth Advisors7230 Engle Rd Suite 207, Fort Wayne, IN 46804, USA4.611

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Fort Wayne

4

Galecki Financial Management - Fort Wayne Fee-Only Financial Planner

4.8· 21 reviews

7743 W Jefferson Blvd, Fort Wayne, IN 46804, USA

5

Reynolds Wealth Management

5.0· 3 reviews

10211 Auburn Park Dr, Fort Wayne, IN 46825, USA

6

SYM Financial Advisors

5.0· 2 reviews

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA

7

Summit Financial Group

5.0· 1 reviews

3302 Mallard Cove Ln, Fort Wayne, IN 46804, USA

8

Collier Financial

4.8· 18 reviews

4509 Maplecrest Rd, Fort Wayne, IN 46835, USA

9

Financial Planning Services

5.0· 4 reviews

6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804, USA

10

Foxworthy Wealth Advisors

4.6· 11 reviews

7230 Engle Rd Suite 207, Fort Wayne, IN 46804, USA

11

Embassy Wealth Advisors - Ameriprise Financial Services, LLC

5.0· 2 reviews

409 E Cook Rd Ste 300, Fort Wayne, IN 46825, USA

12

Kingsview Partners - Fort Wayne

5.0· 1 reviews

10431 Illinois Rd, Fort Wayne, IN 46814, USA

13

Summit Consultants, Inc.

4.9· 18 reviews

7912 Carnegie Blvd, Fort Wayne, IN 46804, USA

14

Bassett Financial Advisors

5.0· 3 reviews

5732 Coventry Ln, Fort Wayne, IN 46804, USA

15

Shelton Financial Group, Inc.

5.0· 4 reviews

7635 W Jefferson Blvd, Fort Wayne, IN 46804, USA

16

Moore Wealth Management - Ameriprise Financial Services, LLC

4.8· 4 reviews

Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, USA

17

Foster Financial Services

4.6· 19 reviews

2720 Dupont Commerce Ct Ste 170, Fort Wayne, IN 46825, USA

18

Unified Wealth & Retirement Planning

5.0· 18 reviews

1910 St Joe Center Rd STE 45, Fort Wayne, IN 46825, USA

19

Millard Financial Group

5.0· 3 reviews

9602 Coldwater Rd Suite 204, Fort Wayne, IN 46825, USA

20

Tradewell Tax & Financial

4.4· 29 reviews

130 W Main St #100, Fort Wayne, IN 46802, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Fort Wayne

What is a fiduciary financial advisor and why does it matter in Fort Wayne?

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 Fort Wayne, 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 Fort Wayne?

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: May 17, 2026.

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About This Financial Advisors Directory — Fort Wayne, IN

This page lists and ranks 20 financial advisors serving Fort Wayne, IN as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 14 customer reviews per business. The top-ranked financial advisors in Fort Wayne by our algorithm is Troyer Retirement (5.0 stars, 55 reviews). Financial advisors in Fort Wayne typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Fort Wayne: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the IN licensing board before hiring.

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