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Wellspent public graph/Who advisors serve/Early-career professionals/Indiana

Financial advisors for early-career professionals in Indiana

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.

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Where to start

Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.

  • Justin McCurdy Bridge Financial Planning, Valapariso Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
  • Brendan Crews Daviman Financial, Fishers Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
  • Brent Perry Piedmont Financial Advisors, LLC, Indianapolis Holds the CFP. Fees on file: one-time planning fee.
  • Drew Feutz Migration Wealth Management, LLC, Avon Holds the CFP. Fees on file: ongoing planning fee.
  • Julianne Erhart-Graves Reify Wealth Advisors, Indianapolis Holds the CFP. Fees on file: hourly, one-time planning fee.
  • 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.

  • Indianapolis 10
  • Lafayette 6
  • Kokomo 4
  • Fishers 2
  • Carmel 2

Plus 7 in other cities.

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.

CFP52% in Indiana
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.

  • Hold the CFP 52% 54%
  • Charge a percentage of assets 65% 75%
  • Charge fixed fees 45% 28%
  • Charge by the hour 32% 38%

Dark bars are Indiana. Light bars are all US advisors for early-career professionals.

What should I ask a financial advisor early in your career in Indiana?

  1. Do you have an asset minimum?
  2. What would a one-time plan cost, and what would I get?
  3. Should I pay down debt or invest first?
  4. 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.

All 31 advisors

Fee-only advisors for early-career professionals in Indiana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. Pillar Wealth Franklin CFP Hourly, One-time planning fee
Steven Gilbert Gilbert Wealth Fort Wayne CFP, RICP, APMA Flat fee or retainer, Ongoing planning fee
Drew Feutz Migration Wealth Management, LLC Avon CFP Ongoing planning fee
Elaine Bedel Bedel Financial Consulting, Inc. Indianapolis BA, CFP, MBA Percentage of assets, Fixed fees
Brent Perry Piedmont Financial Advisors, LLC Indianapolis CFP One-time planning fee
Katie Fischer Market Street Wealth Management Advisors, LLC Indianapolis CFP Percentage of assets
Riki Cooke Low-cost, conflict-free planning for millennials and travel lovers who want their money to support what matters to them. Abundo Wealth Fishers CFP Subscription
Kelli Ellison Panoramic Financial Planning Carmel CFP, EA, Master of Science Accounting, MBA Percentage of assets, Fixed fees
Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. Daviman Financial Fishers CFP Percentage of assets, Flat fee or retainer
Justin McCurdy Bridge Financial Planning Valapariso CFP Flat fee or retainer, Percentage of assets
Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. AllStreet Wealth Carmel Not listed Flat fee or retainer, One-time planning fee
Adam Vaal Vaal Financial Indianapolis ChFC Percentage of assets, Ongoing planning fee
James Macdonald Aurora Financial Strategies Lafayette CFP Percentage of assets, Fixed fees
Julianne Erhart-Graves Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Kyle McCune Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Margaret Gooley Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
William Cardwell Aurora Financial Strategies Kokomo CFP Percentage of assets, Fixed fees
William Gettings Aurora Financial Strategies Lafayette CFP, ChFC Percentage of assets, Fixed fees
Austin Crites Aurora Financial Strategies Indianapolis CFA Percentage of assets, Fixed fees
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Reed Hubbert Aurora Financial Strategies Kokomo ChFC Percentage of assets, Fixed fees
Brian Iles Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
Chad Gifford Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Jackson Collins Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
Pierce Roe Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Rishabh Goyal Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly
Scott Busch Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Shane Fagan Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Tabitha Williams Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Thomas Smith ABG Consultants Westfield Not listed Percentage of assets, Hourly

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