Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
2yrs
Ali Hakim
Financial advisor at Valeo Financial Advisors
Ali Hakim is a financial advisor in Carmel, Indiana, with 2 years in the industry. Ali joined Valeo Financial Advisors in 2024, a firm offering financial planning, investment management, and private fund management. Ali holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office10 W. Carmel Dr Suite 400, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$4.18 million
Advisors at the firm108
States licensed ?1 state
Services through Valeo Financial Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowValeo Financial Advisors, LLCCurrent firm
Contact Ali
(317) 218-6000Valeo Financial Advisors main office 10 W. Carmel Dr Suite 400Carmel, IN 46032Office · Get directions Firm websitewww.valeofinancial.com
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Questions to ask Ali
Tailored to Ali’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ali
How do I contact Ali?
Call Valeo Financial Advisors at (317) 218-6000 and ask for Ali Hakim. Ali works from the Carmel, IN office.
How long has Ali been a financial advisor?
Ali has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ali hold?
No exams are listed on the official record.
Is Ali a fiduciary?
Ali is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ali paid?
Valeo Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ali for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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