Local Pros · Fort Wayne
Local Financial Advisors in Fort Wayne, IN
Locally owned and operated financial advisors serving Fort Wayne and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Fort Wayne, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Troyer Retirement with a 5.0-star rating from 55 Google reviews and an RNM Score of 80/100. 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Fort Wayne, Indiana is home to a variety of financial advisor services to help consumers manage their investments and plan for the future. When searching for a local financial advisor, consumers should consider factors such as qualifications, services offered, and fees.
- ✓Diverse range of financial advisor firms in Fort Wayne, IN
- ✓Consumers should research advisor qualifications and services
- ✓Fees and costs are important considerations when selecting a financial advisor
Best Overall
Foster Financial Services
Foster Financial Services stands out as the top-ranked advisor due to their strong local reputation and comprehensive financial planning services.
Most Reviewed
Howard Bailey Financial, Inc.
A high number of reviews indicates long-standing client trust and proven experience in the Fort Wayne market.
When choosing a financial advisor in Fort Wayne, verify their fiduciary status and fee structure, and schedule initial consultations with at least two firms to find the best fit for your financial goals.
How to Choose a Financial Advisor in Fort Wayne
What to look for
- • Certified Financial Planner (CFP) or other relevant certifications
- • Experience working with clients in the Fort Wayne area
- • Fee-only or fee-based compensation structure
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate investment strategy for my goals and risk tolerance?
- • Can you provide references from other clients in the Fort Wayne community?
Red flags
- ⚠ Pressure to invest in specific products or services
- ⚠ Lack of transparency around fees and commissions
- ⚠ Unwillingness to provide a written financial plan
In Indiana, financial advisors must be registered with the Indiana Secretary of State and hold the appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
14
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Fort Wayne, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Troyer Retirement9921 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825, USA | 5.0★ | 55 |
| #2 | Howard Bailey Financial, Inc.5916 Covington Rd, Fort Wayne, IN 46804, USA | 4.8★ | 41 |
| #3 | Wealth Advisors Group12726 Coldwater Rd, Fort Wayne, IN 46845, USA | 5.0★ | 27 |
| #4 | Galecki Financial Management - Fort Wayne Fee-Only Financial Planner7743 W Jefferson Blvd, Fort Wayne, IN 46804, USA | 4.8★ | 21 |
| #5 | Reynolds Wealth Management10211 Auburn Park Dr, Fort Wayne, IN 46825, USA | 5.0★ | 3 |
| #6 | SYM Financial Advisors7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA | 5.0★ | 2 |
| #7 | Summit Financial Group3302 Mallard Cove Ln, Fort Wayne, IN 46804, USA | 5.0★ | 1 |
| #8 | Collier Financial4509 Maplecrest Rd, Fort Wayne, IN 46835, USA | 4.8★ | 18 |
| #9 | Financial Planning Services6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804, USA | 5.0★ | 4 |
| #10 | Foxworthy Wealth Advisors7230 Engle Rd Suite 207, Fort Wayne, IN 46804, USA | 4.6★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Fort Wayne
7743 W Jefferson Blvd, Fort Wayne, IN 46804, USA
10211 Auburn Park Dr, Fort Wayne, IN 46825, USA
7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA
6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804, USA
7230 Engle Rd Suite 207, Fort Wayne, IN 46804, USA
409 E Cook Rd Ste 300, Fort Wayne, IN 46825, USA
10431 Illinois Rd, Fort Wayne, IN 46814, USA
7635 W Jefferson Blvd, Fort Wayne, IN 46804, USA
Moore Financial Center, 6226 Covington Rd, Fort Wayne, IN 46804, USA
2720 Dupont Commerce Ct Ste 170, Fort Wayne, IN 46825, USA
1910 St Joe Center Rd STE 45, Fort Wayne, IN 46825, USA
9602 Coldwater Rd Suite 204, Fort Wayne, IN 46825, USA
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Financial Advisors in Fort Wayne, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Troyer Retirement | 80/100 | 5.0 ★ | 55 |
| 2 | Howard Bailey Financial, Inc. | 75/100 | 4.8 ★ | 41 |
| 3 | Wealth Advisors Group | 76/100 | 5.0 ★ | 27 |
| 4 | Galecki Financial Management - Fort Wayne Fee-Only Financial Planner | 72/100 | 4.8 ★ | 21 |
| 5 | Reynolds Wealth Management | 66/100 | 5.0 ★ | 3 |
| 6 | SYM Financial Advisors | 64/100 | 5.0 ★ | 2 |
| 7 | Summit Financial Group | 62/100 | 5.0 ★ | 1 |
| 8 | Collier Financial | 71/100 | 4.8 ★ | 18 |
| 9 | Financial Planning Services | 67/100 | 5.0 ★ | 4 |
| 10 | Foxworthy Wealth Advisors | 65/100 | 4.6 ★ | 11 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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