# Financial advisors in Fort Wayne, IN

> AdvisorCensus lists 30 investment advisory firms with a principal office in the Fort Wayne metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/in/fort-wayne

## At a glance

- Investment advisory firms: 30
- Registration: SEC-registered investment adviser: 15, State-registered investment adviser: 15
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 11 (37%); Percentage of assets 26 (87%); Hourly charges 15 (50%); Fixed fees 23 (77%); Commissions 2 (7%); Performance-based fees 1 (3%); Other 2 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (13%); $25 million to $100 million 8 (27%); $100 million to $500 million 8 (27%); $500 million to $1 billion 3 (10%); $1 billion to $5 billion 3 (10%); Not reported 4 (13%)
- Years registered: Under 5 years 8 (27%); 5 to 9 years 6 (20%); 10 to 19 years 5 (17%); 20 years or more 11 (37%)

## Firms (page 1 of 1, 1 to 30 of 30, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Anweiler Financial Management, LLC](https://advisorcensus.com/firm/anweiler-financial-management-llc-new-haven-in-122236) ([md](https://advisorcensus.com/firm/anweiler-financial-management-llc-new-haven-in-122236.md)) | 122236 | New Haven, IN | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee |
| [Apple Tree Asset Management, LLC](https://advisorcensus.com/firm/apple-tree-asset-management-llc-fort-wayne-in-298437) ([md](https://advisorcensus.com/firm/apple-tree-asset-management-llc-fort-wayne-in-298437.md)) | 298437 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Arena Wealth Management LLC](https://advisorcensus.com/firm/arena-wealth-management-llc-fort-wayne-in-326631) ([md](https://advisorcensus.com/firm/arena-wealth-management-llc-fort-wayne-in-326631.md)) | 326631 | Fort Wayne, IN | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Atlas Capital Management Corp](https://advisorcensus.com/firm/atlas-capital-management-corp-ft-wayne-in-106107) ([md](https://advisorcensus.com/firm/atlas-capital-management-corp-ft-wayne-in-106107.md)) | 106107 | Ft Wayne, IN | SEC-registered investment adviser | $500 million to $1 billion | 32 | % of assets, Fixed fee, Performance fee |
| [Bassett Financial Advisors](https://advisorcensus.com/firm/bassett-financial-advisors-fort-wayne-in-170825) ([md](https://advisorcensus.com/firm/bassett-financial-advisors-fort-wayne-in-170825.md)) | 170825 | Fort Wayne, IN | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly |
| [Compass Financial Advisors LLC](https://advisorcensus.com/firm/compass-financial-advisors-llc-fort-wayne-in-109131) ([md](https://advisorcensus.com/firm/compass-financial-advisors-llc-fort-wayne-in-109131.md)) | 109131 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Dickmeyer Boyce Financial Management, Inc](https://advisorcensus.com/firm/dickmeyer-boyce-financial-management-inc-fort-wayne-in-124281) ([md](https://advisorcensus.com/firm/dickmeyer-boyce-financial-management-inc-fort-wayne-in-124281.md)) | 124281 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Diem Wealth Management](https://advisorcensus.com/firm/diem-wealth-management-fort-wayne-in-164635) ([md](https://advisorcensus.com/firm/diem-wealth-management-fort-wayne-in-164635.md)) | 164635 | Fort Wayne, IN | State-registered investment adviser | Not reported | 10 | Fixed fee, Commissions, Other |
| [Financial Planning Services](https://advisorcensus.com/firm/financial-planning-services-fort-wayne-in-121034) ([md](https://advisorcensus.com/firm/financial-planning-services-fort-wayne-in-121034.md)) | 121034 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Foster Financial Services, LLC](https://advisorcensus.com/firm/foster-financial-services-llc-fort-wayne-in-343491) ([md](https://advisorcensus.com/firm/foster-financial-services-llc-fort-wayne-in-343491.md)) | 343491 | Fort Wayne, IN | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Foxworthy Wealth Advisors, LLC](https://advisorcensus.com/firm/foxworthy-wealth-advisors-llc-fort-wayne-in-299895) ([md](https://advisorcensus.com/firm/foxworthy-wealth-advisors-llc-fort-wayne-in-299895.md)) | 299895 | Fort Wayne, IN | State-registered investment adviser | Not reported | 7 | Fixed fee |
| [Galecki Financial Management Inc](https://advisorcensus.com/firm/galecki-financial-management-inc-fort-wayne-in-107218) ([md](https://advisorcensus.com/firm/galecki-financial-management-inc-fort-wayne-in-107218.md)) | 107218 | Fort Wayne, IN | SEC-registered investment adviser | $500 million to $1 billion | 32 | % of assets, Hourly, Fixed fee |
| [Haley & Summers Wealth Management, Inc.](https://advisorcensus.com/firm/haley-and-summers-wealth-management-inc-fort-wayne-in-108722) ([md](https://advisorcensus.com/firm/haley-and-summers-wealth-management-inc-fort-wayne-in-108722.md)) | 108722 | Fort Wayne, IN | State-registered investment adviser | $25 million to $100 million | 36 | % of assets, Hourly |
| [Houlihan Asset Management LLC](https://advisorcensus.com/firm/houlihan-asset-management-llc-fort-wayne-in-121586) ([md](https://advisorcensus.com/firm/houlihan-asset-management-llc-fort-wayne-in-121586.md)) | 121586 | Fort Wayne, IN | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [Howard Bailey Securities, LLC](https://advisorcensus.com/firm/howard-bailey-securities-llc-fort-wayne-in-282712) ([md](https://advisorcensus.com/firm/howard-bailey-securities-llc-fort-wayne-in-282712.md)) | 282712 | Fort Wayne, IN | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Krouse Stureman & Associates, Inc.](https://advisorcensus.com/firm/krouse-stureman-and-associates-inc-fort-wayne-in-130679) ([md](https://advisorcensus.com/firm/krouse-stureman-and-associates-inc-fort-wayne-in-130679.md)) | 130679 | Fort Wayne, IN | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Luminary Wealth](https://advisorcensus.com/firm/luminary-wealth-fort-wayne-in-116484) ([md](https://advisorcensus.com/firm/luminary-wealth-fort-wayne-in-116484.md)) | 116484 | Fort Wayne, IN | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Mabry Wealth Management, LLC](https://advisorcensus.com/firm/mabry-wealth-management-llc-fort-wayne-in-300368) ([md](https://advisorcensus.com/firm/mabry-wealth-management-llc-fort-wayne-in-300368.md)) | 300368 | Fort Wayne, IN | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Maripau Wealth Management LLC](https://advisorcensus.com/firm/maripau-wealth-management-llc-fort-wayne-in-311934) ([md](https://advisorcensus.com/firm/maripau-wealth-management-llc-fort-wayne-in-311934.md)) | 311934 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Monarch Capital Management Inc](https://advisorcensus.com/firm/monarch-capital-management-inc-fort-wayne-in-106244) ([md](https://advisorcensus.com/firm/monarch-capital-management-inc-fort-wayne-in-106244.md)) | 106244 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Fixed fee |
| [Phillips Financial](https://advisorcensus.com/firm/phillips-financial-fort-wayne-in-131344) ([md](https://advisorcensus.com/firm/phillips-financial-fort-wayne-in-131344.md)) | 131344 | Fort Wayne, IN | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee, Commissions |
| [Profed Financial Advisors](https://advisorcensus.com/firm/profed-financial-advisors-fort-wayne-in-121581) ([md](https://advisorcensus.com/firm/profed-financial-advisors-fort-wayne-in-121581.md)) | 121581 | Fort Wayne, IN | State-registered investment adviser | Not reported | 33 | Other |
| [Qbox Fiduciary Solutions, LLC](https://advisorcensus.com/firm/qbox-fiduciary-solutions-llc-fort-wayne-in-167622) ([md](https://advisorcensus.com/firm/qbox-fiduciary-solutions-llc-fort-wayne-in-167622.md)) | 167622 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Solve Consulting Group, LLC](https://advisorcensus.com/firm/solve-consulting-group-llc-fort-wayne-in-319465) ([md](https://advisorcensus.com/firm/solve-consulting-group-llc-fort-wayne-in-319465.md)) | 319465 | Fort Wayne, IN | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Summit Consultants, Inc.](https://advisorcensus.com/firm/summit-consultants-inc-fort-wayne-in-121905) ([md](https://advisorcensus.com/firm/summit-consultants-inc-fort-wayne-in-121905.md)) | 121905 | Fort Wayne, IN | State-registered investment adviser | Not reported | 37 | Fixed fee |
| [Tradewell Tax & Financial](https://advisorcensus.com/firm/tradewell-tax-and-financial-fort-wayne-in-332473) ([md](https://advisorcensus.com/firm/tradewell-tax-and-financial-fort-wayne-in-332473.md)) | 332473 | Fort Wayne, IN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Vestia Personal Wealth Advisors](https://advisorcensus.com/firm/vestia-personal-wealth-advisors-fort-wayne-in-290565) ([md](https://advisorcensus.com/firm/vestia-personal-wealth-advisors-fort-wayne-in-290565.md)) | 290565 | Fort Wayne, IN | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Wealth Advisors Group](https://advisorcensus.com/firm/wealth-advisors-group-fort-wayne-in-122050) ([md](https://advisorcensus.com/firm/wealth-advisors-group-fort-wayne-in-122050.md)) | 122050 | Fort Wayne, IN | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Wise Wealth Management](https://advisorcensus.com/firm/wise-wealth-management-fort-wayne-in-312430) ([md](https://advisorcensus.com/firm/wise-wealth-management-fort-wayne-in-312430.md)) | 312430 | Fort Wayne, IN | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Yackee Potempa & Smalley Asset Management](https://advisorcensus.com/firm/yackee-potempa-and-smalley-asset-management-fort-wayne-in-331073) ([md](https://advisorcensus.com/firm/yackee-potempa-and-smalley-asset-management-fort-wayne-in-331073.md)) | 331073 | Fort Wayne, IN | State-registered investment adviser | Under $25 million | 0 | % of assets |

## Questions people ask

**How many financial advisory firms are there in Fort Wayne, IN?**
AdvisorCensus lists 30 investment advisory firms with a principal office in the Fort Wayne metro area, from Form ADV filings as of October 2026: 15 SEC-registered, 15 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Fort Wayne, IN?**
11 of the 30 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Fort Wayne, IN offer financial planning?**
25 of the 30 firms in Fort Wayne, IN that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Fort Wayne, IN fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 11 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/in/fort-wayne.csv

Cite as: AdvisorCensus. Financial advisors in Fort Wayne, IN: 30 firms from Form ADV filings as of October 2026.