# Financial advisors for executives in Indiana > For executives in Indiana, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Seth Shepherd of Pillar Wealth, David Webb of Curry Webb Wealth Management and Steven Gilbert of Gilbert Wealth. Page: https://find.wellspent.co/audiences/executives/indiana/ 27 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Indiana? For executives in Indiana, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Seth Shepherd of Pillar Wealth, David Webb of Curry Webb Wealth Management and Steven Gilbert of Gilbert Wealth. - [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd/), Pillar Wealth, Franklin. Holds the CFP. Fees on file: hourly, one-time planning fee. - [David Webb](https://find.wellspent.co/advisors/david-webb/), Curry Webb Wealth Management, Indianapolis. Holds the CFP. Fees on file: percentage of assets. - [Steven Gilbert](https://find.wellspent.co/advisors/steven-gilbert/), Gilbert Wealth, Fort Wayne. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Kathleen Tranovich](https://find.wellspent.co/advisors/kathleen-tranovich/), Elser Financial Planning, Indianapolis. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Mark Hildebrand](https://find.wellspent.co/advisors/mark-hildebrand/), Nearside Advisors, Indianapolis. Holds the CFP. Fees on file: percentage of assets. - [Steven Neeley](https://find.wellspent.co/advisors/steven-neeley/), Fortress Capital Advisors, Carmel. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. ## How many fee-only financial advisors in Indiana work with executives? The Wellspent public graph lists 27 fee-only advisors for executives in Indiana, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Indiana located? Of the 27 fee-only advisors for executives in Indiana, 10 are in Indianapolis, followed by 7 in Carmel and 3 in Valparaiso. ## How do fee-only advisors for executives in Indiana charge? The most common fee among fee-only advisors for executives in Indiana is a percentage of assets, used by 89% of the 27 with fees on file. Many use more than one: 44% charge by the hour and 26% charge fixed fees. ## 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 executives have? For executives, look for the CFA and CFP. In Indiana, 44% of the 27 advisors listed hold the CFP. - CFA (4% of advisors listed): The CFA helps with concentrated stock. - CFP (44% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Indiana advisors for executives compare with the rest of the US? 26% of fee-only advisors for executives in Indiana charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Indiana tax income on top of federal tax? Yes. Indiana has a state income tax, so a financial plan for a Indiana resident should project it alongside federal tax. ## Is there a local income tax in Indiana? Yes. In Indiana, every county adds a local income tax. ## What happens to stock pay if you move to or from Indiana? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Indiana can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Indiana? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives 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 Neeley](https://find.wellspent.co/advisors/steven-neeley.md) | Fortress Capital Advisors | Carmel, Indiana | CFP, MBA | Percentage of assets, One-time planning fee | | [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 | | [Kathleen Tranovich](https://find.wellspent.co/advisors/kathleen-tranovich.md) | Elser Financial Planning | Indianapolis, Indiana | CFP, CPWA, RMA, ABFP, APMA, CDFA, ChFC | Percentage of assets, One-time 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 | | [David Webb](https://find.wellspent.co/advisors/david-webb.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets | | [Robert Curry](https://find.wellspent.co/advisors/robert-curry-5075772.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets | | [Carol Lane](https://find.wellspent.co/advisors/carol-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Evan Lane](https://find.wellspent.co/advisors/evan-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Jerry King](https://find.wellspent.co/advisors/jerry-king.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Wesley Kotys](https://find.wellspent.co/advisors/wesley-kotys.md) | Kotys Wealth Professionals | Valparaiso, Indiana | CFP | Percentage of assets, Hourly | | [Mark Hildebrand](https://find.wellspent.co/advisors/mark-hildebrand.md) | Nearside Advisors | Indianapolis, Indiana | CFP | 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 | | [Brady Johnson](https://find.wellspent.co/advisors/brady-johnson.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [David Stitt](https://find.wellspent.co/advisors/david-stitt.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [Ty Williams](https://find.wellspent.co/advisors/ty-williams.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [Blake Eiermann](https://find.wellspent.co/advisors/blake-eiermann.md) | The Financial Resource Center | Carmel, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Drew Vesling](https://find.wellspent.co/advisors/drew-vesling.md) | Kotys Wealth Professionals | Valparaiso, Indiana | | Percentage of assets, Hourly | | [Dustin Hunter](https://find.wellspent.co/advisors/dustin-hunter.md) | SunRift Capital Partners | Plainfield, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Kerry Pennington](https://find.wellspent.co/advisors/kerry-pennington.md) | The Financial Resource Center | Carmel, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Ryan Kotys](https://find.wellspent.co/advisors/ryan-kotys.md) | Kotys Wealth Professionals | Valparaiso, Indiana | | Percentage of assets, Hourly | | [Gregory Forsythe](https://find.wellspent.co/advisors/gregory-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | CFA | Percentage of assets, Hourly | | [Julie Dant](https://find.wellspent.co/advisors/julie-dant.md) | Nearside Advisors | Indianapolis, Indiana | | Percentage of assets | | [Mark Idzik](https://find.wellspent.co/advisors/mark-idzik.md) | Nearside Advisors | Indianapolis, Indiana | | Percentage of assets | | [Karo Kochounian](https://find.wellspent.co/advisors/karo-kochounian.md) | Elevate Capital | Fishers, Indiana | | Percentage of assets, Performance-based fees | | [Katherine Kochounian](https://find.wellspent.co/advisors/katherine-kochounian.md) | Elevate Capital | Fishers, Indiana | | Percentage of assets, Performance-based fees | | [Ryan Forsythe](https://find.wellspent.co/advisors/ryan-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | | Percentage of assets, Hourly | ## 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).