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CFA financial advisors in Indiana

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.

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Where to start

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

  • Andrew Fallwell Lever Wealth Management, Evansville Holds the CFP and CFA. Fees on file: hourly, fixed fees.
  • Daniel Klemkosky Wallington Asset Management, Indianapolis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Erik Goodge uVest Advisory Group, Newburgh Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • John Meyer Monarch Capital Management, Fort Wayne Holds the CFA. Fees on file: percentage of assets.
  • Nicholas Finnigan Delta Wealth Advisors, Indianapolis Holds the CFA. Fees on file: percentage of assets.
  • Mickey Kim Kirr, Marbach & Company, Columbus Holds the CFA. Fees on file: percentage of assets.

By the numbers

Advisors listed
27
Firms
20
Cities
13
Hold the CFP
15%
  • Other credentials: CFA 100%
  • How they charge (of 27 with fees on file): percentage of assets 96% · fixed fees 56% · hourly 48% · performance-based fees 4%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

CFA financial advisors by state

Questions about cFA financial advisors

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.

All 27 advisors

CFA financial advisors in Indiana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
David Kirr Kirr, Marbach & Company Columbus CFA Percentage of assets
Mark Foster Kirr, Marbach & Company Columbus CFA Percentage of assets
Mickey Kim Kirr, Marbach & Company Columbus CFA Percentage of assets
Nicholas Finnigan Delta Wealth Advisors Indianapolis CFA Percentage of assets
Andrew Fallwell Lever Wealth Management Evansville CFP, CFA Hourly, Fixed fees
Austin Crites Aurora Financial Strategies Indianapolis CFA Percentage of assets, Fixed fees
Erik Goodge uVest Advisory Group Newburgh CFP, CFA Percentage of assets, Hourly
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
John Lyon Lyon Capital Management Schererville CFA Percentage of assets
Robert Krafft Luminary Wealth Fort Wayne CFA Percentage of assets, Hourly
Xuan Wang EN+ Wealth Munster CFA Percentage of assets
George Donner Monarch Capital Management Fort Wayne CFA Percentage of assets
John Meyer Monarch Capital Management Fort Wayne CFA Percentage of assets
Daniel Klemkosky Wallington Asset Management Indianapolis CFP, CFA Percentage of assets, Hourly
Samuel Oliphant Wallington Asset Management Indianapolis CFP, CFA Percentage of assets, Hourly
Bradford Ferguson Halter Ferguson Financial Carmel CFA Percentage of assets, Hourly
Brian Breidenbach Breidenbach Capital Consulting Charlestown CFA Percentage of assets, Hourly
Christopher Norwood Norwood Economics Fishers CFA Percentage of assets, Hourly
David Crossman Bedel Financial Consulting Indianapolis CFA Percentage of assets, Fixed fees
Jeffrey Dowden Wallington Asset Management Indianapolis CFA Percentage of assets, Hourly
John Claybon 1834 Investment Advisors Evansville CFA Percentage of assets, Fixed fees
Jonathan Koop Bedel Financial Consulting Indianapolis CFA Percentage of assets, Fixed fees
Michael Axel AMI Investment Management Kendallville CFA Percentage of assets, Hourly
Richard Swartz Swartz Advisory Indianapolis CFA Percentage of assets, Hourly
Ryan Fuhrmann Fuhrmann Capital Indianapolis CFA Percentage of assets
Walter Koon Koon Financial Planning & Consulting/kfp&c Greenwood CFA Percentage of assets, Hourly
William Wendling Bedel Financial Consulting Indianapolis CFA Percentage of assets, Fixed fees

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Credentials