Pricing Guide · South Bend
Financial Advisors Cost in South Bend, IN — 2026 Price Guide
What should you pay for financial advisors in South Bend? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 20 financial advisors in South Bend, IN by verified customer ratings and review volume. The highest-rated is Andrew Weiss - Knights of Columbus with a 5.0-star rating from 102 verified reviews. Also in the top tier: Camp Wealth Management and Hilltop Wealth & Tax Solutions. The average rating across all listed financial advisors in South Bend is 5 stars from 18 reviews per business on average.
Financial advisors in South Bend 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
5★
Avg rating
18
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Andrew Weiss - Knights of Columbus
1400 E Angela Blvd #250, South Bend, IN 46617, USA
Camp Wealth Management
3835 Edison Lakes Pkwy #300, Mishawaka, IN 46545, USA
Hilltop Wealth & Tax Solutions
4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545, USA
Financial Advisors Rankings in South Bend, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Andrew Weiss - Knights of Columbus1400 E Angela Blvd #250, South Bend, IN 46617, USA | 5.0★ | 102 |
| #2 | Camp Wealth Management3835 Edison Lakes Pkwy #300, Mishawaka, IN 46545, USA | 5.0★ | 72 |
| #3 | Hilltop Wealth & Tax Solutions4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545, USA | 5.0★ | 71 |
| #4 | Merrill Lynch Wealth Management100 N Michigan St Suite 500, South Bend, IN 46601, USA | 5.0★ | 1 |
| #5 | SYM Financial Advisors4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545, USA | 5.0★ | 1 |
| #6 | Financial Associates53700 Generations Dr #100, South Bend, IN 46635, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Patrick C Reighter2410 Edison Rd #300, South Bend, IN 46615, USA | 5.0★ | 12 |
| #8 | Edward Jones - Financial Advisor: Shawn M Stevens, CFP®|AAMS®505 E Ireland Rd UNIT 1, South Bend, IN 46614, USA | 5.0★ | 1 |
| #9 | VerityWealth Advisory Group - Ameriprise Financial Services, LLC205 W Jefferson Blvd # 502, South Bend, IN 46601, USA | — | — |
| #10 | Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC205 W Jefferson Blvd # 502, South Bend, IN 46601, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in South Bend
Merrill Lynch Wealth Management
100 N Michigan St Suite 500, South Bend, IN 46601, USA
SYM Financial Advisors
4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545, USA
Financial Associates
53700 Generations Dr #100, South Bend, IN 46635, USA
Edward Jones - Financial Advisor: Patrick C Reighter
2410 Edison Rd #300, South Bend, IN 46615, USA
Edward Jones - Financial Advisor: Shawn M Stevens, CFP®|AAMS®
505 E Ireland Rd UNIT 1, South Bend, IN 46614, USA
VerityWealth Advisory Group - Ameriprise Financial Services, LLC
205 W Jefferson Blvd # 502, South Bend, IN 46601, USA
Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
205 W Jefferson Blvd # 502, South Bend, IN 46601, USA
Golden Years Financial Advisors
614 E Ireland Rd, South Bend, IN 46614, USA
Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF®
54505 26th St Suite E, South Bend, IN 46635, USA
Edward Jones - Financial Advisor: Sunu G Thomas, AAMS®
505 E Ireland Rd Unit 3, South Bend, IN 46614, USA
Catanzarite Financial Services
330 S 35th St, South Bend, IN 46615, USA
Edward Jones - Financial Advisor: Leo E Priemer, CFP®|CEPA®
431 S Main St, South Bend, IN 46601, USA
Neeser Insurance & Financial Solutions
224 W Colfax Ave #200, South Bend, IN 46601, USA
Edward Jones - Financial Advisor: Terry L Clark
54520 Northern Ave Suite A, South Bend, IN 46635, USA
Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS®
5838 Brick Rd Suite 105, South Bend, IN 46628, USA
Generations Wealth Advisors
12400 Bittersweet Cmns Blvd W, Granger, IN 46530, USA
Mission Investment Services
2025 Edison Rd Suite A, South Bend, IN 46637, USA
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Frequently Asked Questions — Financial Advisors in South Bend
What is a fiduciary financial advisor and why does it matter in South Bend?
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 South Bend, 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 South Bend?
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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