# Pettinga Financial Advisors, LLC
Source: https://planprovider.pro/provider/pettinga-financial-advisors-llc

> Started in 1994, Pettinga Financial Advisors, LLC is a fee-only advisory firm that works under a fiduciary standard and keeps its advice independent. The fir…

Retirement Plan Advisor

Evansville, IN

## About Pettinga Financial Advisors, LLC

<p>Started in 1994, Pettinga Financial Advisors, LLC is a fee-only advisory firm that works under a fiduciary standard and keeps its advice independent. The firm reports $1.1B in assets under management (2026).</p>

<p>Headquartered in Evansville in southwestern Indiana near the Kentucky–Illinois border, Pettinga Financial works with clients around the country. The team includes professionals with advanced degrees and backgrounds in law, business, finance, and accounting.</p>

<p>Pettinga Financial handles investment management, financial planning, and workplace retirement plan work. For employers, the firm offers 3(21) fiduciary services, helping plan sponsors with investment due diligence and recommendations while the sponsor retains final decision-making authority.</p>

<p>What sets the firm apart is its fee-only structure paired with a long-running focus on clear, plain-language guidance and timely follow-through.</p>

<ul>
<li>Fee-only, fiduciary investment advice</li>
<li>Investment management and ongoing portfolio monitoring</li>
<li>Financial planning for individuals and families</li>
<li>3(21) retirement plan fiduciary support for plan sponsors</li>
<li>Work with individuals, families, and institutional clients</li>
</ul>

Website: [https://pettinga.com/](https://pettinga.com/)

Founded: 1994

## Office Locations

- Evansville, IN (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.1B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN|
THE MEDICAL COLLEGE OF WISCONSIN, INC., WI|
$2.6B|
6,844|

| PROFESSIONAL EMERGENCY PHYSICIANS, P.C. PROFIT|
PROFESSIONAL EMERGENCY PHYSICIANS,, IN|
$67M|
132|

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