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Financial Planners in Kokomo, IN: 2026 rankings

11 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Kokomo: Community Tax Service, RFA Score 72/100; 4.5★ from 15 Google reviews.

  2. 8

    Most-reviewed: Rob Hopkins, CFP® - Financial Advisor, Ameriprise Financial Services, LLC, 30 Google reviews at 5.0★, the most of 11 ranked; ranked #8.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

11 Kokomo financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 4.4★ across 11 rated firms.

Top 10 financial planners in Kokomo at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Kokomo at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Community Tax Service724.5★ (15)Kokomo—Top score
2BMO Bank N.A Branches724.0★ (17)Kokomo——
3Comprehensive Planning Corporation704.4★ (10)Kokomo——
4BMO Bank N.A Branches703.1★ (21)KokomoSat—
5Aurora Financial Strategies685.0★ (5)Kokomo——
6BMO Bank N.A Branches684.2★ (5)KokomoSat—
7First Merchants Bank674.1★ (27)Frankfort, 25 mi awaySat—
8Rob Hopkins, CFP® - Financial Advisor, Ameriprise Financial Services, LLC665.0★ (30)Kokomo—Most reviews
9Freedom Financial Group Inc662.0★ (4)Kokomo——
10Cedar Wealth Partners, LLC654.8★ (8)Peru, 19 mi away——

All 11 financial planners in Kokomo, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Kokomo

    #1 Community Tax Service

    Based in Kokomo

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.5★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1010 E Markland Ave, Kokomo, IN 46901
    View profile for Community Tax Service(765) 452-1986

  4. #4 BMO Bank N.A Branches

    Based in Kokomo

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.1★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2800 S Reed Rd, Kokomo, IN 46902
    View profile for BMO Bank N.A Branches(765) 236-4400

  6. #6 BMO Bank N.A Branches

    Based in Kokomo

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2206 W Sycamore St, Kokomo, IN 46901
    View profile for BMO Bank N.A Branches(765) 868-3551

  7. #7 First Merchants Bank

    Based in Frankfort, 25 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.1★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 27 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    60 S Main St, Frankfort, IN 46041
    View profile for First Merchants Bank(765) 654-8533

Also serving Kokomo

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Kokomo
BusinessGoogle ratingDistance
BMO Bank N.A Branches2.5★ (2)In Kokomo
Caleb Clark5.0★ (1)In Kokomo
CFD Companies4.4★ (18)In Kokomo
Craig L Dunn5.0★ (1)In Kokomo
Edward Jones - Financial Advisor: David E Granger, AAMS®1.0★ (3)In Kokomo
Edward Jones - Financial Advisor: Jeff Hughes, CFP®5.0★ (2)In Kokomo
Edward Jones - Financial Advisor: Jenny Cole, CFP®4.8★ (4)In Kokomo
Edward Jones - Financial Advisor: Matthew D Williams5.0★ (2)In Kokomo
Edward Jones - Financial Advisor: Santos G Salinas III, CFP®5.0★ (2)In Kokomo
Edward Jones - Financial Advisor: Steve Rector, AAMS®4.0★ (1)In Kokomo
Financial Solutions & Investments, Financial Advisor, Mary Sommers Carden5.0★ (2)In Kokomo
Hayes Advisory Group5.0★ (1)In Kokomo
Jackson Financial Group, LLC5.0★ (1)In Kokomo
Jake Brown - Raymond James5.0★ (1)In Kokomo
LPL Financial5.0★ (2)In Kokomo
Rouch Financial Services5.0★ (3)In Kokomo
Rule Insurance Services5.0★ (1)In Kokomo
SFS Inc5.0★ (2)In Kokomo
Smith Financial4.8★ (4)In Kokomo
Sycamore Financial Group5.0★ (1)In Kokomo

How we ranked Kokomo financial planners

We scored 11 Kokomo financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Kokomo data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Kokomo: frequently asked questions

Which financial planner has the highest RFA Score in Kokomo?

By RFA Score, the highest-ranked financial planner in Kokomo, IN is Community Tax Service with an RFA Score of 72/100. It has 4.5★ from 15 Google reviews. BMO Bank N.A Branches (#2) and Comprehensive Planning Corporation (#3) follow. We ranked 11 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Kokomo?

RankedFinancialAdvisors ranks 11 financial planners serving Kokomo, IN. 8 of them are based in Kokomo; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Kokomo work on weekends?

3 of 11 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are BMO Bank N.A Branches (#4), BMO Bank N.A Branches (#6) and First Merchants Bank (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kokomo financial planners have?

The median Google rating among 11 rated financial planners in Kokomo is 4.4★, with a median of 10 reviews. Rob Hopkins, CFP® - Financial Advisor, Ameriprise Financial Services, LLC has the most, 30 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Kokomo count in this ranking?

Yes, if they are within 25 mi of the Kokomo city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Kokomo ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Kokomo a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Kokomo

  1. November 2026: RFA Scores recalculated for 11 financial planners serving Kokomo.

More financial planners and Kokomo pages