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Raj Singh

Advisor at Baker Tilly Wealth Management, LLC

Updated today
Baker Tilly Wealth Management, LLC logo

Firm

Baker Tilly Wealth Management, LLC

Location

Indianapolis, IN 46240

Credentials

Series 65

Industry experience

< 1 year

About

Raj Singh is a financial advisor at Baker Tilly Wealth Management, LLC in Indianapolis, holding a Series 65 credential. He has been with Baker Tilly since 2025 and has prior experience at Alter Domus and Dauby O'Connor & Zaleski LLC. Baker Tilly Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individual and high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities. The firm manages approximately $4.6 billion in regulatory assets across 21 advisors and offers both discretionary and non-discretionary portfolio management and investment consulting services.

Client services

Based on Baker Tilly Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Investment consulting

Expertise

Based on Baker Tilly Wealth Management, LLC

Wealth management

Occupation focus

Based on Baker Tilly Wealth Management, LLC

Founder/Business Owner Government Employee Retired

Fee options

Fixed

Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%

Project-based

Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role

Other

Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services

Location

9229 Delegates Row, Suite 400

Indianapolis, IN 46240

Most active in

Indiana

Work history

Baker Tilly Wealth Management, LLC

2025 - Present (1 year)

Baker Tilly Advisory Group, LP

2025 - Present (1 year)

Alter Domus

2023 - 2025 (2 years)

Dauby O'Connor & Zaleski LLC

2022 - 2023 (1 year)

Kelley School of Business IU

2019 - 2023 (4 years)

BMSL Property Group LLC

2019 - 2022 (3 years)

Franklin Central Highschool

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward A

Series 65, Series 66

Westfield, IN

Argus Efficient Capital, LLC

Passive / index investing Active portfolio management

Sam W

CFP®

Indianapolis, IN

WealthGuides LLC

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

General retirement planning General tax planning Inherited wealth Gen X (Born 1965-1980)

Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Exec comp design Liquidity event planning Startup equity planning Executive Financial Professional Christian Faith Based
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Corey R

Series 63, Series 65

Indianapolis, IN

C.R. Retirement Strategies, LLC

General retirement planning Wealth management Long-term care insurance Annuities
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Daniel R

Series 63, Series 66

Zionsville, IN

Evia Investment Advisors

Wealth management
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Michael M

CFA®, Series 66

Zionsville, IN

Two Fish Management

Active portfolio management Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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