# Advisors for $1 million to $3 million in Indiana

> In Indiana, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Daniel Klemkosky of Wallington Asset Management, Ryan Veldhuizen of Catalyze Wealth Management and Joseph Harowski of Smart Choice Financial Planning.

Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/indiana/
77 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 for $1 million to $3 million in Indiana?

In Indiana, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Daniel Klemkosky of Wallington Asset Management, Ryan Veldhuizen of Catalyze Wealth Management and Joseph Harowski of Smart Choice Financial Planning.

## How many fee-only advisors for $1 million to $3 million in Indiana are there?

The Wellspent public graph lists 77 fee-only advisors for $1 million to $3 million in Indiana, at 17 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.

## Where are fee-only advisors for $1 million to $3 million in Indiana located?

Of the 77 fee-only advisors for $1 million to $3 million in Indiana, 42 are in Indianapolis, followed by 8 in Carmel and 6 in Columbus.

## How do fee-only advisors for $1 million to $3 million in Indiana charge?

The most common fee among fee-only advisors for $1 million to $3 million in Indiana is a percentage of assets, used by 99% of the 77 with fees on file. Many use more than one: 71% charge fixed fees and 62% charge by the hour.

## How many fee-only advisors for $1 million to $3 million in Indiana hold the CFP?

47% of the 77 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?

We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.

## What should I ask fee-only advisors for $1 million to $3 million in Indiana?

What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?

## How current is this list of fee-only advisors for $1 million to $3 million 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 |
|---|---|---|---|---|
| [Ryan Veldhuizen](https://find.wellspent.co/advisors/ryan-veldhuizen.md) | Catalyze Wealth Management | Carmel, Indiana | CFP, MSFP | Percentage of assets |
| [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 |
| [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 |
| [Margaret Kamman](https://find.wellspent.co/advisors/margaret-kamman.md) | Kirr, Marbach & Company | Columbus, Indiana | CFP | Percentage of assets |
| [Zachary Greiner](https://find.wellspent.co/advisors/zachary-greiner.md) | Kirr, Marbach & Company | Columbus, Indiana | CFP | Percentage of assets |
| [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 |
| [Joseph Harowski](https://find.wellspent.co/advisors/joseph-harowski.md) | Smart Choice Financial Planning | St. John, Indiana | CFP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Blake Eiermann](https://find.wellspent.co/advisors/blake-eiermann.md) | The Financial Resource Center | Carmel, 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 |
| [Matthew Kirr](https://find.wellspent.co/advisors/matthew-kirr.md) | Kirr, Marbach & Company | Columbus, Indiana |   | Percentage of assets |
| [Aaron Pettersen](https://find.wellspent.co/advisors/aaron-pettersen.md) | NorthWest Financial Services | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Holly Wharton](https://find.wellspent.co/advisors/holly-wharton.md) | NorthWest Financial Services | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Matthew Yeiter](https://find.wellspent.co/advisors/matthew-yeiter.md) | NorthWest Financial Services | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Rachel Leman](https://find.wellspent.co/advisors/rachel-leman.md) | NorthWest Financial Services | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Sarah Austin](https://find.wellspent.co/advisors/sarah-austin.md) | NorthWest Financial Services | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Thomas Gross](https://find.wellspent.co/advisors/thomas-gross.md) | NorthWest Financial Services | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [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 |
| [Adam Beard](https://find.wellspent.co/advisors/adam-beard.md) | Monarch Capital Management | Fort Wayne, Indiana |   | Percentage of assets |
| [Brady Webster](https://find.wellspent.co/advisors/brady-webster.md) | NorthWest Financial Services | Indianapolis, Indiana |   | Percentage of assets, Fixed fees |
| [David Meyer](https://find.wellspent.co/advisors/david-meyer.md) | Monarch Capital Management | Fort Wayne, Indiana |   | Percentage of assets |
| [Dexter White](https://find.wellspent.co/advisors/dexter-white.md) | NorthWest Financial Services | Indianapolis, Indiana |   | Percentage of assets, Fixed fees |
| [Molly O'Shea](https://find.wellspent.co/advisors/molly-o-shea.md) | NorthWest Financial Services | Indianapolis, Indiana |   | Percentage of assets, Fixed fees |
| [Aidan Finet](https://find.wellspent.co/advisors/aidan-finet.md) | Deerfield | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Allison Gruesbeck](https://find.wellspent.co/advisors/allison-gruesbeck.md) | Elser Financial Planning | Indianapolis, Indiana | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Andrew Lynch](https://find.wellspent.co/advisors/andrew-lynch.md) | Walter Keenan Wealth Management | South Bend, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Shively](https://find.wellspent.co/advisors/benjamin-shively.md) | AMI Investment Management | Kendallville, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Kroll](https://find.wellspent.co/advisors/christopher-kroll.md) | 1834 Investment Advisors | Bloomington, Indiana | CFP | Percentage of assets, Fixed fees |
| [Christopher Weiss](https://find.wellspent.co/advisors/christopher-weiss.md) | Wallington Asset Management | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Klemkosky](https://find.wellspent.co/advisors/daniel-klemkosky.md) | Wallington Asset Management | Indianapolis, Indiana | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Derek Hamilton](https://find.wellspent.co/advisors/derek-hamilton.md) | Elser Financial Planning | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Shetter](https://find.wellspent.co/advisors/eric-shetter.md) | Elser Financial Planning | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Sawdon](https://find.wellspent.co/advisors/james-sawdon.md) | Walter Keenan Wealth Management | South Bend, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Wenglikowski](https://find.wellspent.co/advisors/james-wenglikowski.md) | Elser Financial Planning | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jared Fiedler](https://find.wellspent.co/advisors/jared-fiedler.md) | AMI Investment Management | Kendallville, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Herndon](https://find.wellspent.co/advisors/jonathan-herndon.md) | Elser Financial Planning | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kent Delph](https://find.wellspent.co/advisors/kent-delph.md) | Deerfield | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller-5705816.md) | Deerfield | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Roop](https://find.wellspent.co/advisors/matthew-roop.md) | Deerfield | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Charles](https://find.wellspent.co/advisors/michael-charles.md) | Wallington Asset Management | Indianapolis, Indiana | CFP | 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 |
| [Susan Elser](https://find.wellspent.co/advisors/susan-elser.md) | Elser Financial Planning | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Susan Steel](https://find.wellspent.co/advisors/susan-steel.md) | Deerfield | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tanner Watson](https://find.wellspent.co/advisors/tanner-watson.md) | Walter Keenan Wealth Management | South Bend, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Zachary Giles](https://find.wellspent.co/advisors/zachary-giles.md) | Elser Financial Planning | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Dowden](https://find.wellspent.co/advisors/jeffrey-dowden.md) | Wallington Asset Management | Indianapolis, Indiana | CFA | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 77. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/indiana/?page=2

## 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).