Financial advisors for people close to retirement in Indiana
Which financial advisor should I talk to if you're close to retirement in Indiana?
For people close to retirement in Indiana, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Steven Gilbert of Gilbert Wealth, Cody Lachner of Next Adventure Financial and Brendan Crews of Daviman Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Steven Gilbert Gilbert Wealth, Fort Wayne Holds the CFP and RICP. Fees on file: flat fee or retainer, ongoing planning fee.
- Cody Lachner Next Adventure Financial, Lafayette Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Brendan Crews Daviman Financial, Fishers Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Kyle McCune Reify Wealth Advisors, Indianapolis Holds the CFP. Fees on file: hourly, one-time planning fee.
- Tyler Smith BBK Wealth Management, Fishers Holds the CFP. Fees on file: percentage of assets, hourly.
- Sam Wagner WealthGuides LLC, Indianapolis Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Indiana work with people close to retirement?
The Wellspent public graph lists 37 fee-only advisors for people close to retirement in Indiana, at 28 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for people close to retirement in Indiana located?
Of the 37 fee-only advisors for people close to retirement in Indiana, 8 are in Indianapolis, followed by 5 in Fishers and 3 in Carmel.
Plus 15 in other cities.
How do fee-only advisors for people close to retirement in Indiana charge?
The most common fee among fee-only advisors for people close to retirement in Indiana is a percentage of assets, used by 65% of the 37 with fees on file. Many use more than one: 57% charge by the hour and 30% charge a one-time planning fee.
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 people close to retirement have?
For people close to retirement, look for the CFP, RICP and EA. In Indiana, 59% of the 37 advisors listed hold the CFP.
- CFP59% in Indiana
- The CFP covers the whole transition.
- RICP3% in Indiana
- The RICP focuses on turning savings into income.
- EA3% in Indiana
- Enrolled agents help with the low-tax years before Social Security.
How do Indiana advisors for people close to retirement compare with the rest of the US?
65% of fee-only advisors for people close to retirement in Indiana charge a percentage of assets, compared with 85% of the 2,969 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 people close to retirement.
Does Indiana tax Social Security?
No. Indiana doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Indiana?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Indiana tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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 37 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 |
| Tyler Smith | BBK Wealth Management | Fishers | CFP, M.Ed. | Percentage of assets, Hourly |
| Alex Perkins | Perkins Wealth Advantage, LLC. | Fishers | CFP | Percentage of assets, Fixed fees |
| David Dodd | The Other 90 Financial, LLC | Mount Vernon | CFP | Flat fee or retainer, Ongoing planning fee |
| Lance Ludwig | Kingdom Financial | South Bend | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Logan Valentine | Valentine Wealth Management | Seymour | CFP | Percentage of assets, Ongoing planning fee |
| Sam Wagner | WealthGuides LLC | Indianapolis | CFP | Percentage of assets, Hourly |
| Steven Gilbert | Gilbert Wealth | Fort Wayne | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| Cody Lachner | Next Adventure Financial | Lafayette | CFP, EA | Percentage of assets, Hourly |
| Drew Feutz | Migration Wealth Management, LLC | Avon | CFP | Ongoing planning fee |
| Aaron Wieand | Integrated Financial Planning Solutions, LLC | Goshen | CFP, CPA | Ongoing planning fee, One-time 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 |
| 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 |
| Joshua Zorger | Fortitude Private Wealth | Carmel | CFP | Percentage of assets, Hourly |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| 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 |
| Joshua Salway | Full of Grace Financial | Roanoke | ChFC | Percentage of assets, Ongoing planning fee |
| 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 |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| Luke McQuade | Full of Grace Financial | Roanoke | Not listed | Percentage of assets, Ongoing planning fee |
| Margaret Gooley | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | 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 |
| Robert Krafft | Luminary Wealth | Fort Wayne | CFA | Percentage of assets, Hourly |
| Grant Evans | True North Wealth | Parker City | Not listed | Percentage of assets, Hourly |
| Robert Rachlow | Luminary Wealth | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| 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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