Pricing Guide · South Bend
Financial Advisors Cost in South Bend, IN — 2026 Price Guide
What should you pay for financial advisors in South Bend? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 20 financial advisors in South Bend, IN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Andrew Weiss - Knights of Columbus with a 5.0-star rating from 102 Google reviews and an RNM Score of 83/100. Also in the top tier: Camp Wealth Management and Hilltop Wealth & Tax Solutions. The average rating across all listed financial advisors in South Bend is 5 stars from 18 reviews per business on average.
Financial advisors in South Bend 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.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of local clients with a perfect 5.0-star rating.
1400 E Angela Blvd #250, South Bend, IN 46617, USA5.0 stars from 72 reviews, reflecting exceptional client satisfaction in South Bend.
3835 Edison Lakes Pkwy #300, Mishawaka, IN 46545, USAHolds a perfect 5.0-star rating from over 70 Google reviews.
4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545, USAFinancial Advisors Rankings in South Bend, IN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Andrew Weiss - Knights of Columbus1400 E Angela Blvd #250, South Bend, IN 46617, USA | 5.0★ | 102 |
| #2 | Camp Wealth Management3835 Edison Lakes Pkwy #300, Mishawaka, IN 46545, USA | 5.0★ | 72 |
| #3 | Hilltop Wealth & Tax Solutions4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545, USA | 5.0★ | 71 |
| #4 | Generations Wealth Advisors12400 Bittersweet Cmns Blvd W, Granger, IN 46530, USA | 5.0★ | 19 |
| #5 | SYM Financial Advisors4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Wealth Management100 N Michigan St Suite 500, South Bend, IN 46601, USA | 5.0★ | 1 |
| #7 | Neeser Insurance & Financial Solutions224 W Colfax Ave #200, South Bend, IN 46601, USA | 5.0★ | 34 |
| #8 | Catanzarite Financial Services330 S 35th St, South Bend, IN 46615, USA | 5.0★ | 4 |
| #9 | Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF®54505 26th St Suite E, South Bend, IN 46635, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Terry L Clark54520 Northern Ave Suite A, South Bend, IN 46635, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in South Bend
5.0 stars from 19 reviews, making them a top-rated local choice.
12400 Bittersweet Cmns Blvd W, Granger, IN 46530, USA
Trusted by clients with a perfect 5.0-star rating from verified reviews.
4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
100 N Michigan St Suite 500, South Bend, IN 46601, USA
Top-rated 5.0★ financial advisor in South Bend based on 34 glowing reviews.
224 W Colfax Ave #200, South Bend, IN 46601, USA
Earns a perfect 5.0-star rating from a handful of local clients.
330 S 35th St, South Bend, IN 46615, USA
Rated 5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
54505 26th St Suite E, South Bend, IN 46635, USA
Exceptional 5.0-star rating from satisfied clients in South Bend.
54520 Northern Ave Suite A, South Bend, IN 46635, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
614 E Ireland Rd, South Bend, IN 46614, USA
Rated 5.0 stars from a handful of Google reviews in South Bend.
505 E Ireland Rd UNIT 1, South Bend, IN 46614, USA
Rated 5.0 stars from a small number of Google reviews.
5838 Brick Rd Suite 105, South Bend, IN 46628, USA
No reviews yet for this South Bend financial advisor.
205 W Jefferson Blvd # 502, South Bend, IN 46601, USA
A South Bend financial advisor with no Google reviews yet, offering a fresh client option.
205 W Jefferson Blvd # 502, South Bend, IN 46601, USA
Exceptional 5.0-star rating from 12 Google reviews in South Bend.
2410 Edison Rd #300, South Bend, IN 46615, USA
Exceptional 5.0-star rating from a small number of Google reviews.
2025 Edison Rd Suite A, South Bend, IN 46637, USA
Rated 5.0 stars from one Google review, this South Bend financial advisor.
53700 Generations Dr #100, South Bend, IN 46635, USA
5.0 stars from a handful of Google reviews in South Bend.
505 E Ireland Rd Unit 3, South Bend, IN 46614, USA
Exceptional 5.0-star rating from a single Google review.
431 S Main St, South Bend, IN 46601, USA
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Financial Advisors in South Bend, IN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Andrew Weiss - Knights of Columbus | 83/100 | 5.0 ★ | 102 |
| 2 | Camp Wealth Management | 82/100 | 5.0 ★ | 72 |
| 3 | Hilltop Wealth & Tax Solutions | 82/100 | 5.0 ★ | 71 |
| 4 | Generations Wealth Advisors | 75/100 | 5.0 ★ | 19 |
| 5 | SYM Financial Advisors | 62/100 | 5.0 ★ | 1 |
| 6 | Merrill Lynch Wealth Management | 62/100 | 5.0 ★ | 1 |
| 7 | Neeser Insurance & Financial Solutions | 78/100 | 5.0 ★ | 34 |
| 8 | Catanzarite Financial Services | 67/100 | 5.0 ★ | 4 |
| 9 | Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF® | 66/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Terry L Clark | 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 South Bend
What is a fiduciary financial advisor and why does it matter in South Bend?
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 South Bend, 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 South Bend?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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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