# Financial advisors for early-career professionals in Indiana > For early-career professionals in Indiana, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Justin McCurdy of Bridge Financial Planning, Brendan Crews of Daviman Financial and Brent Perry of Piedmont Financial Advisors, LLC. Page: https://find.wellspent.co/audiences/early-career-professionals/indiana/ 31 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to early in your career in Indiana? For early-career professionals in Indiana, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Justin McCurdy of Bridge Financial Planning, Brendan Crews of Daviman Financial and Brent Perry of Piedmont Financial Advisors, LLC. - [Justin McCurdy](https://find.wellspent.co/advisors/justin-mccurdy/), Bridge Financial Planning, Valapariso. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Brendan Crews](https://find.wellspent.co/advisors/brendan-crews/), Daviman Financial, Fishers. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Brent Perry](https://find.wellspent.co/advisors/brent-perry/), Piedmont Financial Advisors, LLC, Indianapolis. Holds the CFP. Fees on file: one-time planning fee. - [Drew Feutz](https://find.wellspent.co/advisors/drew-feutz/), Migration Wealth Management, LLC, Avon. Holds the CFP. Fees on file: ongoing planning fee. - [Julianne Erhart-Graves](https://find.wellspent.co/advisors/julianne-erhart-graves/), Reify Wealth Advisors, Indianapolis. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd/), Pillar Wealth, Franklin. Holds the CFP. Fees on file: hourly, one-time planning fee. ## How many fee-only financial advisors in Indiana work with early-career professionals? The Wellspent public graph lists 31 fee-only advisors for early-career professionals in Indiana, at 16 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for early-career professionals in Indiana located? Of the 31 fee-only advisors for early-career professionals in Indiana, 10 are in Indianapolis, followed by 6 in Lafayette and 4 in Kokomo. ## How do fee-only advisors for early-career professionals in Indiana charge? The most common fee among fee-only advisors for early-career professionals in Indiana is a percentage of assets, used by 65% of the 31 with fees on file. Many use more than one: 45% charge fixed fees and 32% charge by the hour. ## How much do fee-only financial advisors charge in Indiana? Fee-only financial advisors in Indiana charge a median of $3,500 a year for ongoing planning. We found this across the published prices of 14 Indiana firms. ## What credentials should a financial advisor for early-career professionals have? For early-career professionals, look for the CFP. In Indiana, 52% of the 31 advisors listed hold the CFP. - CFP (52% of advisors listed): The CFP covers debt, saving, and insurance together. ## How do Indiana advisors for early-career professionals compare with the rest of the US? 45% of fee-only advisors for early-career professionals in Indiana charge fixed fees, compared with 28% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor early in your career in Indiana? - Do you have an asset minimum? - What would a one-time plan cost, and what would I get? - Should I pay down debt or invest first? - How much house can I actually afford? ## How current is this list of fee-only advisors for early-career professionals in Indiana? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer | | [Steven Gilbert](https://find.wellspent.co/advisors/steven-gilbert.md) | Gilbert Wealth | Fort Wayne, Indiana | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee | | [Drew Feutz](https://find.wellspent.co/advisors/drew-feutz.md) | Migration Wealth Management, LLC | Avon, Indiana | CFP | Ongoing planning fee | | [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees | | [Brent Perry](https://find.wellspent.co/advisors/brent-perry.md) | Piedmont Financial Advisors, LLC | Indianapolis, Indiana | CFP | One-time planning fee | | [Katie Fischer](https://find.wellspent.co/advisors/katie-fischer.md) | Market Street Wealth Management Advisors, LLC | Indianapolis, Indiana | CFP | Percentage of assets | | [Riki Cooke](https://find.wellspent.co/advisors/riki-cooke.md) | Abundo Wealth | Fishers, Indiana | CFP | Subscription | | [Kelli Ellison](https://find.wellspent.co/advisors/kelli-ellison.md) | Panoramic Financial Planning | Carmel, Indiana | CFP, EA, Master of Science Accounting, MBA | Percentage of assets, Fixed fees | | [Brendan Crews](https://find.wellspent.co/advisors/brendan-crews.md) | Daviman Financial | Fishers, Indiana | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [Justin McCurdy](https://find.wellspent.co/advisors/justin-mccurdy.md) | Bridge Financial Planning | Valapariso, Indiana | CFP | Flat fee or retainer, Percentage of assets | | [Thomas Kopelman](https://find.wellspent.co/advisors/thomas-kopelman.md) | AllStreet Wealth | Carmel, Indiana | | Flat fee or retainer, One-time planning fee | | [Adam Vaal](https://find.wellspent.co/advisors/adam-vaal.md) | Vaal Financial | Indianapolis, Indiana | ChFC | Percentage of assets, Ongoing planning fee | | [James Macdonald](https://find.wellspent.co/advisors/james-macdonald.md) | Aurora Financial Strategies | Lafayette, Indiana | CFP | Percentage of assets, Fixed fees | | [Julianne Erhart-Graves](https://find.wellspent.co/advisors/julianne-erhart-graves.md) | Reify Wealth Advisors | Indianapolis, Indiana | CFP | Hourly, One-time planning fee | | [Kyle McCune](https://find.wellspent.co/advisors/kyle-mccune.md) | Reify Wealth Advisors | Indianapolis, Indiana | CFP | Hourly, One-time planning fee | | [Margaret Gooley](https://find.wellspent.co/advisors/margaret-gooley.md) | Reify Wealth Advisors | Indianapolis, Indiana | CFP | Hourly, One-time planning fee | | [William Cardwell](https://find.wellspent.co/advisors/william-cardwell.md) | Aurora Financial Strategies | Kokomo, Indiana | CFP | Percentage of assets, Fixed fees | | [William Gettings](https://find.wellspent.co/advisors/william-gettings.md) | Aurora Financial Strategies | Lafayette, Indiana | CFP, ChFC | Percentage of assets, Fixed fees | | [Austin Crites](https://find.wellspent.co/advisors/austin-crites.md) | Aurora Financial Strategies | Indianapolis, Indiana | CFA | Percentage of assets, Fixed fees | | [Gregory Forsythe](https://find.wellspent.co/advisors/gregory-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | CFA | Percentage of assets, Hourly | | [Reed Hubbert](https://find.wellspent.co/advisors/reed-hubbert.md) | Aurora Financial Strategies | Kokomo, Indiana | ChFC | Percentage of assets, Fixed fees | | [Brian Iles](https://find.wellspent.co/advisors/brian-iles.md) | Aurora Financial Strategies | Kokomo, Indiana | | Percentage of assets, Fixed fees | | [Chad Gifford](https://find.wellspent.co/advisors/chad-gifford.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Jackson Collins](https://find.wellspent.co/advisors/jackson-collins.md) | Aurora Financial Strategies | Kokomo, Indiana | | Percentage of assets, Fixed fees | | [Pierce Roe](https://find.wellspent.co/advisors/pierce-roe.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Rishabh Goyal](https://find.wellspent.co/advisors/rishabh-goyal.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Ryan Forsythe](https://find.wellspent.co/advisors/ryan-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | | Percentage of assets, Hourly | | [Scott Busch](https://find.wellspent.co/advisors/scott-busch.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Shane Fagan](https://find.wellspent.co/advisors/shane-fagan.md) | Reify Wealth Advisors | Indianapolis, Indiana | | Hourly, One-time planning fee | | [Tabitha Williams](https://find.wellspent.co/advisors/tabitha-williams.md) | Reify Wealth Advisors | Indianapolis, Indiana | | Hourly, One-time planning fee | | [Thomas Smith](https://find.wellspent.co/advisors/thomas-smith.md) | ABG Consultants | Westfield, Indiana | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Indiana](https://find.wellspent.co/specialties/retirement-planning/indiana.md) - [Tax planning in Indiana](https://find.wellspent.co/specialties/tax-planning/indiana.md) - [Estate planning in Indiana](https://find.wellspent.co/specialties/estate-planning/indiana.md) - [Small business owners in Indiana](https://find.wellspent.co/specialties/small-business-owners/indiana.md) - [Retirees in Indiana](https://find.wellspent.co/audiences/retirees/indiana.md) - [Founders in Indiana](https://find.wellspent.co/specialties/founders-pre-exit/indiana.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).