RIA Intel›Advisers›Indiana›POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

Advisory

INDIANAPOLIS, IN

Data as of Apr 27, 2026 · Source: SEC Form ADV

Average account
$424K
across 3 accounts
AUM per adviser
$1M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM
$1M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

PATTON MILES, LLC
INDIANAPOLIS, IN
$1M
AVERTRUST WEALTH LLC
$1M
TRUELL FINANCIAL LLC
$1M
BEST CASE FINANCIAL LLC
GREENCASTLE, IN
$1M
OXFORD CAPITAL MANAGEMENT LLC
WEST LAFAYETTE, IN
$1M
INDIANA INVESTMENT ADVISORS, LLC
FORT WAYNE, IN
$1M

Get the full picture on POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans