Vanderburgh County, IN Financial Advisors and Resources



Financial Advisor Firms in Vanderburgh County, IN


DONALDSON CAPITAL MANAGEMENT LLC

Website

(812) 421-3211

20 Northwest First Street
Fifth Floor
Evansville, IN 47708

SEC#: 801-48479
Years in Business: 26 years

FREEMAN, WILL & NIEMEIER, INC.

Website

(812) 425-1030

1919 West Franklin Street

Evansville, IN 47712

SEC#: 801-68759
Years in Business: 13 years

PETTINGA FINANCIAL ADVISORS, LLC

Website

(812) 436-4000

519 Main Street, Ste 100

Evansville, IN 47708

SEC#: 801-72154
Years in Business: 10 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(812) 901-7039

21 Se Third Street
Suite 500
Evansville, IN 47708

SEC#: 801-50939
Years in Business: 25 years

BKD WEALTH ADVISORS, LLC

Website

(812) 428-6500

400 Cross Pointe Boulevard
P.O. Box 628
Evansville, IN 47704

SEC#: 801-56928
Years in Business: 22 years

CUNA BROKERAGE SERVICES, INC.

Website

(812) 477-9271

4405 Theatre Drive

Evansville, IN 47715

SEC#: 801-60099
Years in Business: 20 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(812) 426-1481

110 Main Street

Evansville, IN 47708

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(812) 426-1481

110 Main Street

Evansville, IN 47708

SEC#: 801-7571
Years in Business: 50 years

BKD WEALTH ADVISORS, LLC

Website

(812) 428-6500

400 Cross Pointe Boulevard
P.O. Box 628
Evansville, IN 47704

SEC#: 801-56928
Years in Business: 22 years


How Retirement-Friendly is Vanderburgh County, IN?

  • Population: 181,291
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $131,400
  • Average Monthly Housing Cost: $816
  • Average Household Income: $69,566
  • 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.)


Vanderburgh County, IN Financial Advisor FAQs

It depends on the advisor's strength and credentials, but generally a financial advisor costs between $1,000 and $10,000 per year.
Some advisor's may require a one-time fee for consultations while others charge annually or build these costs into their overall Annual Management Fees (AMF). The types of fees advisors will charge clients in order to manage their funds varies depending on how much work is being done and if there are any additional products being sold to the client.
What type of work do you specialize in? Do you use a computer model to create your retirement portfolio, or do you make decisions by hand? How often do you make changes to my portfolio from month-to-month?
The first thing to do is find an advisor who's knowledgeable about your specific situation. They should be able to create an investment plan tailored to you, not a one size fits all approach. Secondly, they need to have some certifications that show they are up-to-date with current practices in the industry.