Pricing Guide · Bloomington
Financial Advisors Cost in Bloomington, IN — 2026 Price Guide
What should you pay for financial advisors in Bloomington? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Bloomington, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Hurlow Wealth Management Group, Inc. with a 5.0-star rating from 17 Google reviews and an RNM Score of 74/100. Also in the top tier: Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA® and Wellington Investment Advisors. The average rating across all listed financial advisors in Bloomington is 4.8 stars from 5 reviews per business on average.
Financial advisors in Bloomington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Malcolm Webb Wealth Management
Malcolm Webb Wealth Management stands out as the top-ranked firm in Bloomington, offering comprehensive wealth management services with a strong local reputation.
Most Reviewed
Charles Schwab
Charles Schwab's high review count reflects its widespread client trust and extensive experience serving a large customer base.
When choosing a financial advisor, compare fee structures, service models, and personal rapport; local firms often provide tailored advice, but verify credentials and read recent reviews to ensure alignment with your financial goals.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
A trusted Bloomington financial advisor with a perfect 5.0★ rating from 17 reviews.
3925 E Hagan St #300, Bloomington, IN 47401, USA5.0 stars from 17 Google reviews, offering trusted financial guidance in Bloomington.
1913 Liberty Dr, Bloomington, IN 47403, USARated 4.8 stars from six Google reviews, this Bloomington financial advisor is highly regarded.
121 E 6th St #2, Bloomington, IN 47408, USAFinancial Advisors Rankings in Bloomington, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Hurlow Wealth Management Group, Inc.3925 E Hagan St #300, Bloomington, IN 47401, USA | 5.0★ | 17 |
| #2 | Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA®1913 Liberty Dr, Bloomington, IN 47403, USA | 5.0★ | 17 |
| #3 | Wellington Investment Advisors121 E 6th St #2, Bloomington, IN 47408, USA | 4.8★ | 6 |
| #4 | Comprehensive Financial Consultants674 S College Ave, Bloomington, IN 47403, USA | 5.0★ | 2 |
| #5 | Charles Schwab1155 S College Mall Rd suite d, Bloomington, IN 47401, USA | 3.1★ | 7 |
| #6 | Baird Private Wealth Management121 N Pete Ellis Dr #101, Bloomington, IN 47408, USA | 3.8★ | 4 |
| #7 | Fortune Wealth Management of Raymond James1519 S Piazza Dr, Bloomington, IN 47401, USA | 5.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Joel Schneider3105 S Sare Rd Suite 103, Bloomington, IN 47401, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Isaiah Merriman, CEPA®3939 S Walnut St #2, Bloomington, IN 47401, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Michael D Bubalo461 S Landmark Ave, Bloomington, IN 47403, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Bloomington
Rated 5.0 stars from 2 Google reviews by local clients in Bloomington.
674 S College Ave, Bloomington, IN 47403, USA
A Bloomington financial advisor with a 3.1-star rating based on 7 Google reviews.
1155 S College Mall Rd suite d, Bloomington, IN 47401, USA
3.8 stars from 4 reviews, indicating generally mixed client feedback.
121 N Pete Ellis Dr #101, Bloomington, IN 47408, USA
Rated 5.0 stars from 4 reviews, this Bloomington financial advisor is highly regarded.
1519 S Piazza Dr, Bloomington, IN 47401, USA
Rated 5.0 stars from 3 Google reviews, this Bloomington financial advisor earns exceptional client praise.
3105 S Sare Rd Suite 103, Bloomington, IN 47401, USA
Exceptional 5.0-star rating from 2 Google reviews in Bloomington, IN.
3939 S Walnut St #2, Bloomington, IN 47401, USA
Rated 5.0 stars from 2 Google reviews, reflecting strong client satisfaction.
461 S Landmark Ave, Bloomington, IN 47403, USA
Rated 5.0 stars from one Google review, reflecting exceptional early client feedback.
205 N College Ave STE 714, Bloomington, IN 47404, USA
Exceptional 5.0-star rating from a limited number of Google reviews.
101 W Kirkwood Ave #224, Bloomington, IN 47404, USA
A Bloomington financial advisor with no customer reviews yet to reference.
5229 W State Rd 46, Bloomington, IN 47404, USA
This financial advisor in Bloomington has no online reviews yet.
357 E Winslow Rd, Bloomington, IN 47401, USA
A new financial advisor in Bloomington with no customer reviews yet.
702 N Rogers St, Bloomington, IN 47404, USA
This advisor has no online reviews yet, so first-hand feedback is unavailable.
631 N Walnut St, Bloomington, IN 47404, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
824 S Auto Mall Rd, Bloomington, IN 47401, USA
5.0 stars from 1 review, reflecting exceptional early client satisfaction.
1519 S Piazza Dr Building C4, Bloomington, IN 47401, USA
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Financial Advisors in Bloomington, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Hurlow Wealth Management Group, Inc. | 74/100 | 5.0 ★ | 17 |
| 2 | Edward Jones - Financial Advisor: Jason Lanham, AAMS®|SE-AWMA®|CKA® | 74/100 | 5.0 ★ | 17 |
| 3 | Wellington Investment Advisors | 65/100 | 4.8 ★ | 6 |
| 4 | Comprehensive Financial Consultants | 64/100 | 5.0 ★ | 2 |
| 5 | Charles Schwab | 37/100 | 3.1 ★ | 7 |
| 6 | Baird Private Wealth Management | 47/100 | 3.8 ★ | 4 |
| 7 | Fortune Wealth Management of Raymond James | 67/100 | 5.0 ★ | 4 |
| 8 | Edward Jones - Financial Advisor: Joel Schneider | 66/100 | 5.0 ★ | 3 |
| 9 | Edward Jones - Financial Advisor: Isaiah Merriman, CEPA® | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Michael D Bubalo | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Bloomington
What is a fiduciary financial advisor and why does it matter in Bloomington?
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 Bloomington, 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 Bloomington?
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: July 4, 2026.
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