Plymouth, IN Financial Advisors and Resources



Financial Advisor Firms in Plymouth, IN


THOMAS STORY AND SON LLC

Website

(630) 878-0747

16773 13th Road

Plymouth, IN 46563

SEC#: 801-69744
Years in Business: 12 years

REGAL INVESTMENT ADVISORS LLC

Website

(574) 936-9910

2901 Miller Dr
Suite B
Plymouth, IN 46563

SEC#: 801-71923
Years in Business: 11 years


How Retirement-Friendly is Plymouth, IN?

  • Population: 10,054
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $97,900
  • Average Monthly Housing Cost: $685
  • Average Household Income: $48,483
  • 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.)


Plymouth, IN Financial Advisor FAQs

You might need a financial advisor when you don't think you'd be able to make sound investment decisions on your own.
Financial advisors are typically paid by the hour or with an annual retainer. They can also be on commission, where they are paid a percentage of what is saved of funds invested. Financial advisors may be compensated with one fee type for both hourly and annual services, or may use different fee types for each service depending on their agreement with the client.
Financial advisors are paid by commission, so their rates depend on the type of product they sell. Financial advisors are typically paid per transaction. The typical cost for transactions ranges from $15-$30 per trade, but rates vary depending on the products themselves.
A financial advisor is a licensed professional who helps their client to make sound economic decisions and plans. Their work includes investment management, retirement planning, estate and tax planning, divorce cash flow analysis or complex needs such as those for athletes or entertainers.