Payne Wealth Partners, Inc.

Payne Wealth Partners, Inc. (CRD# 105904) is a financial advisory firm headquartered in Evansville, IN. They manage $407,021,532 in 1,416 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    1,416
    ACCOUNTS
  • Average Account Value
    $287,445
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN, KY, MO, NY, TX

Financial Advisors at Payne Wealth Partners, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Ann A. Pendley
CRD#: 2229124
601 N. Cross Pointe Boulevard, Evansville, IN 47715
96
Wealthminder
score

Ann Pendley (CRD# 2229124) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has over 25 years of experience in the finance industry. Ann Pendley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Chad A. Sander
CRD#: 2291555
601 N. Cross Pointe Boulevard, Evansville, IN 47715
96
Wealthminder
score

Chad Sander (CRD# 2291555) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has over 24 years of experience in the finance industry. Chad Sander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joshua R. Wichman
CRD#: 5846242
601 N. Cross Pointe Boulevard, Evansville, IN 47715
93
Wealthminder
score

Joshua Wichman (CRD# 5846242) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has over 7 years of experience in the finance industry.

4
Nathan P. Moore
CRD#: 5901916
601 N. Cross Pointe Boulevard, Evansville, IN 47715
90
Wealthminder
score

Nathan Moore (CRD# 5901916) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has 1 year of experience in the finance industry. Nathan Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Bethany M. Muensterman
CRD#: 6054578
601 N. Cross Pointe Boulevard, Evansville, IN 47715
90
Wealthminder
score

Bethany Muensterman (CRD# 6054578) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has over 5 years of experience in the finance industry.

6
T. T. Payne
CRD#: 4346409
601 N. Cross Pointe Boulevard, Evansville, IN 47715
90
Wealthminder
score

T. Payne (CRD# 4346409) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has 1 year of experience in the finance industry. T. Payne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Terry W. Prather
CRD#: 5902047
601 N. Cross Pointe Boulevard, Evansville, IN 47715
90
Wealthminder
score

Terry Prather (CRD# 5902047) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has 1 year of experience in the finance industry. Terry Prather has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Chad R. McPherson
CRD#: 6342682
601 N. Cross Pointe Boulevard, Evansville, IN 47715
88
Wealthminder
score

Chad McPherson (CRD# 6342682) is an Investment Advisor Representative working at Payne Wealth Partners, Inc. in Evansville, IN and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.