# CFA financial advisors in Indiana > In Indiana, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Andrew Fallwell of Lever Wealth Management, Daniel Klemkosky of Wallington Asset Management and Erik Goodge of uVest Advisory Group. Page: https://find.wellspent.co/by/cfa-financial-advisors/indiana/ 27 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFA in Indiana? In Indiana, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Andrew Fallwell of Lever Wealth Management, Daniel Klemkosky of Wallington Asset Management and Erik Goodge of uVest Advisory Group. ## How many fee-only advisors who hold the CFA in Indiana are there? The Wellspent public graph lists 27 fee-only advisors who hold the CFA in Indiana, at 20 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFA in Indiana located? Of the 27 fee-only advisors who hold the CFA in Indiana, 10 are in Indianapolis, followed by 3 in Columbus and 3 in Fort Wayne. ## How do fee-only advisors who hold the CFA in Indiana charge? The most common fee among fee-only advisors who hold the CFA in Indiana is a percentage of assets, used by 96% of the 27 with fees on file. Many use more than one: 56% charge fixed fees and 48% charge by the hour. ## How many fee-only advisors who hold the CFA in Indiana hold the CFP? 15% of the 27 fee-only advisors who hold the CFA in Indiana hold the CFP certification, based on the credentials listed on each record. ## 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. ## How does Wellspent decide who counts as fee-only advisors who hold the CFA? We count an advisor here when their record lists the CFA. ## What should I ask fee-only advisors who hold the CFA in Indiana? Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge? ## How current is this list of fee-only advisors who hold the CFA 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 | |---|---|---|---|---| | [David Kirr](https://find.wellspent.co/advisors/david-kirr.md) | Kirr, Marbach & Company | Columbus, Indiana | CFA | Percentage of assets | | [Mark Foster](https://find.wellspent.co/advisors/mark-foster.md) | Kirr, Marbach & Company | Columbus, Indiana | CFA | Percentage of assets | | [Mickey Kim](https://find.wellspent.co/advisors/mickey-kim.md) | Kirr, Marbach & Company | Columbus, Indiana | CFA | Percentage of assets | | [Nicholas Finnigan](https://find.wellspent.co/advisors/nicholas-finnigan.md) | Delta Wealth Advisors | Indianapolis, Indiana | CFA | Percentage of assets | | [Andrew Fallwell](https://find.wellspent.co/advisors/andrew-fallwell.md) | Lever Wealth Management | Evansville, Indiana | CFP, CFA | Hourly, Fixed fees | | [Austin Crites](https://find.wellspent.co/advisors/austin-crites.md) | Aurora Financial Strategies | Indianapolis, Indiana | CFA | Percentage of assets, Fixed fees | | [Erik Goodge](https://find.wellspent.co/advisors/erik-goodge.md) | uVest Advisory Group | Newburgh, Indiana | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Gregory Forsythe](https://find.wellspent.co/advisors/gregory-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | CFA | Percentage of assets, Hourly | | [John Lyon](https://find.wellspent.co/advisors/john-lyon.md) | Lyon Capital Management | Schererville, Indiana | CFA | Percentage of assets | | [Robert Krafft](https://find.wellspent.co/advisors/robert-krafft.md) | Luminary Wealth | Fort Wayne, Indiana | CFA | Percentage of assets, Hourly, Fixed fees | | [Xuan Wang](https://find.wellspent.co/advisors/xuan-wang.md) | EN+ Wealth | Munster, Indiana | CFA | Percentage of assets | | [George Donner](https://find.wellspent.co/advisors/george-donner.md) | Monarch Capital Management | Fort Wayne, Indiana | CFA | Percentage of assets | | [John Meyer](https://find.wellspent.co/advisors/john-meyer.md) | Monarch Capital Management | Fort Wayne, Indiana | CFA | Percentage of assets | | [Daniel Klemkosky](https://find.wellspent.co/advisors/daniel-klemkosky.md) | Wallington Asset Management | Indianapolis, Indiana | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Samuel Oliphant](https://find.wellspent.co/advisors/samuel-oliphant.md) | Wallington Asset Management | Indianapolis, Indiana | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Bradford Ferguson](https://find.wellspent.co/advisors/bradford-ferguson.md) | Halter Ferguson Financial | Carmel, Indiana | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Brian Breidenbach](https://find.wellspent.co/advisors/brian-breidenbach.md) | Breidenbach Capital Consulting | Charlestown, Indiana | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Norwood](https://find.wellspent.co/advisors/christopher-norwood.md) | Norwood Economics | Fishers, Indiana | CFA | Percentage of assets, Hourly | | [David Crossman](https://find.wellspent.co/advisors/david-crossman.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFA | Percentage of assets, Fixed fees | | [Jeffrey Dowden](https://find.wellspent.co/advisors/jeffrey-dowden.md) | Wallington Asset Management | Indianapolis, Indiana | CFA | Percentage of assets, Hourly, Fixed fees | | [John Claybon](https://find.wellspent.co/advisors/john-claybon.md) | 1834 Investment Advisors | Evansville, Indiana | CFA | Percentage of assets, Fixed fees | | [Jonathan Koop](https://find.wellspent.co/advisors/jonathan-koop.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFA | Percentage of assets, Fixed fees | | [Michael Axel](https://find.wellspent.co/advisors/michael-axel.md) | AMI Investment Management | Kendallville, Indiana | CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Swartz](https://find.wellspent.co/advisors/richard-swartz.md) | Swartz Advisory | Indianapolis, Indiana | CFA | Percentage of assets, Hourly | | [Ryan Fuhrmann](https://find.wellspent.co/advisors/ryan-fuhrmann.md) | Fuhrmann Capital | Indianapolis, Indiana | CFA | Percentage of assets | | [Walter Koon](https://find.wellspent.co/advisors/walter-koon.md) | Koon Financial Planning & Consulting/kfp&c | Greenwood, Indiana | CFA | Percentage of assets, Hourly, Fixed fees | | [William Wendling](https://find.wellspent.co/advisors/william-wendling.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFA | Percentage of assets, Fixed fees | ## 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).