Financial advisors for executives in Indiana
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Seth Shepherd Pillar Wealth, Franklin Holds the CFP. Fees on file: hourly, one-time planning fee.
- David Webb Curry Webb Wealth Management, Indianapolis Holds the CFP. Fees on file: percentage of assets.
- Steven Gilbert Gilbert Wealth, Fort Wayne Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Kathleen Tranovich Elser Financial Planning, Indianapolis Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Mark Hildebrand Nearside Advisors, Indianapolis Holds the CFP. Fees on file: percentage of assets.
- 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.
Plus 3 in other cities.
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.
- CFA4% in Indiana
- The CFA helps with concentrated stock.
- CFP44% in Indiana
- 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.
Dark bars are Indiana. Light bars are all US advisors for executives.
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.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 Neeley | Fortress Capital Advisors | Carmel | CFP, MBA | Percentage of assets, One-time planning fee |
| Steven Gilbert | Gilbert Wealth | Fort Wayne | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| Kathleen Tranovich | Elser Financial Planning | Indianapolis | CFP, CPWA, RMA, ABFP | Percentage of assets, One-time planning fee |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | 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 |
| Brady Johnson | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | Percentage of assets, Hourly |
| Julie Dant | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Mark Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
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