Kokomo, IN Financial Advisors and Resources



Financial Advisor Firms in Kokomo, IN


SMITH FINANCIAL INVESTMENT ADVISORS, INC.

Website

(765) 459-4111

1830 S. Plate St.

Kokomo, IN 46902

SEC#: 801-71492
Years in Business: 11 years

SYCAMORE FINANCIAL GROUP

Website

(765) 455-1554

2713 Rockford Lane

Kokomo, IN 46902

SEC#: 801-62788
Years in Business: 17 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(765) 453-9600

2704 S Goyer Rd

Kokomo, IN 46902

SEC#: 801-60153
Years in Business: 20 years

MILESTONE ASSET MANAGEMENT, LLC

Website

(765) 452-7526

1825 Dogwood Court

Kokomo, IN 46902

SEC#: 801-119634
Years in Business: 0 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(765) 457-5117

325 N Main Street

Kokomo, IN 46904

SEC#: 801-69266
Years in Business: 13 years

BCGM WEALTH MANAGEMENT, LLC

Website

(765) 438-4682

2705 S. Berkley Rd.
Suite 1B
Kokomo, IN 46902

SEC#: 801-117868
Years in Business: 1 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(765) 457-5117

325 N Main Street

Kokomo, IN 46904

SEC#: 801-69266
Years in Business: 13 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(765) 865-8999

3806 Southland Avenue

Kokomo, IN 46902

SEC#: 801-78808
Years in Business: 7 years

MILESTONE ASSET MANAGEMENT, LLC

Website

(765) 452-7526

1825 Dogwood Court

Kokomo, IN 46902

SEC#: 801-120519
Years in Business: 0 years


How Retirement-Friendly is Kokomo, IN?

  • Population: 58,145
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $95,800
  • Average Monthly Housing Cost: $668
  • Average Household Income: $58,952
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)


Kokomo, IN Financial Advisor FAQs

A financial advisor can be paid as a percentage of assets managed. In this case, the lower the fee, the higher percentage an advisor receives from any gains realized from those assets. Alternately, advisors may charge by what is known as a AUM (assets under management) fee structure. Here, an advisor will typically earn a set income for each year they serve a client according to their total amount of AUM.
The best way to find a good advisor in your area is to ask family and friends if they have a good experience with an investment advisor or someone who handles retirement benefits locally.
To decide whether an advisor is right for you, it’s important to understand the concept of financial advice and how it differs from other forms of counseling. Financial advisors can help you create a plan that works with your goals — such as retirement — and provide guidance on many types of investments.
It's important to first determine your risk tolerance before looking for an advisor, as this will influence the investments that can make sense. Is it worth it? Finding one that matches your personality might also help alleviate any anxiety about the process of setting up all of your finances with someone who's calm or assertive or whatever else is helpful for managing money.