Advisors for $1 million to $3 million in Indiana
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Daniel Klemkosky Wallington Asset Management, Indianapolis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Ryan Veldhuizen Catalyze Wealth Management, Carmel Holds the CFP. Fees on file: percentage of assets.
- Joseph Harowski Smart Choice Financial Planning, St. John Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Kathleen Tranovich Elser Financial Planning, Indianapolis Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Mickey Kim Kirr, Marbach & Company, Columbus Holds the CFA. Fees on file: percentage of assets.
- George Donner Monarch Capital Management, Fort Wayne Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 77
- Firms
- 17
- Cities
- 11
- Hold the CFP
- 47%
- Other credentials: CFA 13% · ChFC 3%
- How they charge (of 77 with fees on file): percentage of assets 99% · fixed fees 71% · hourly 62% · one-time planning fee 1%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 77 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ryan Veldhuizen | Catalyze Wealth Management | Carmel | CFP, MSFP | Percentage of assets |
| Kathleen Tranovich | Elser Financial Planning | Indianapolis | CFP, CPWA, RMA, ABFP | Percentage of assets, One-time planning fee |
| 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 |
| Margaret Kamman | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Zachary Greiner | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| 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 |
| Joseph Harowski | Smart Choice Financial Planning | St. John | CFP | Flat fee or retainer, Hourly |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Matthew Kirr | Kirr, Marbach & Company | Columbus | Not listed | Percentage of assets |
| Aaron Pettersen | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Holly Wharton | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Matthew Yeiter | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Rachel Leman | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Sarah Austin | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Thomas Gross | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| George Donner | Monarch Capital Management | Fort Wayne | CFA | Percentage of assets |
| John Meyer | Monarch Capital Management | Fort Wayne | CFA | Percentage of assets |
| Adam Beard | Monarch Capital Management | Fort Wayne | Not listed | Percentage of assets |
| Brady Webster | NorthWest Financial Services | Indianapolis | Not listed | Percentage of assets, Fixed fees |
| David Meyer | Monarch Capital Management | Fort Wayne | Not listed | Percentage of assets |
| Dexter White | NorthWest Financial Services | Indianapolis | Not listed | Percentage of assets, Fixed fees |
| Molly O'Shea | NorthWest Financial Services | Indianapolis | Not listed | Percentage of assets, Fixed fees |
| Aidan Finet | Deerfield | Indianapolis | CFP | Percentage of assets, Hourly |
| Allison Gruesbeck | Elser Financial Planning | Indianapolis | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Lynch | Walter Keenan Wealth Management | South Bend | CFP | Percentage of assets, Hourly |
| Benjamin Shively | AMI Investment Management | Kendallville | CFP | Percentage of assets, Hourly |
| Christopher Kroll | 1834 Investment Advisors | Bloomington | CFP | Percentage of assets, Fixed fees |
| Christopher Weiss | Wallington Asset Management | Indianapolis | CFP | Percentage of assets, Hourly |
| Daniel Klemkosky | Wallington Asset Management | Indianapolis | CFP, CFA | Percentage of assets, Hourly |
| Derek Hamilton | Elser Financial Planning | Indianapolis | CFP | Percentage of assets, Hourly |
| Eric Shetter | Elser Financial Planning | Indianapolis | CFP | Percentage of assets, Hourly |
| James Sawdon | Walter Keenan Wealth Management | South Bend | CFP | Percentage of assets, Hourly |
| James Wenglikowski | Elser Financial Planning | Indianapolis | CFP | Percentage of assets, Hourly |
| Jared Fiedler | AMI Investment Management | Kendallville | CFP | Percentage of assets, Hourly |
| Jonathan Herndon | Elser Financial Planning | Indianapolis | CFP | Percentage of assets, Hourly |
| Kent Delph | Deerfield | Indianapolis | CFP | Percentage of assets, Hourly |
| Marcus Miller | Deerfield | Indianapolis | CFP | Percentage of assets, Hourly |
| Matthew Roop | Deerfield | Indianapolis | CFP | Percentage of assets, Hourly |
| Michael Charles | Wallington Asset Management | Indianapolis | CFP | Percentage of assets, Hourly |
| Samuel Oliphant | Wallington Asset Management | Indianapolis | CFP, CFA | Percentage of assets, Hourly |
| Susan Elser | Elser Financial Planning | Indianapolis | CFP | Percentage of assets, Hourly |
| Susan Steel | Deerfield | Indianapolis | CFP | Percentage of assets, Hourly |
| Tanner Watson | Walter Keenan Wealth Management | South Bend | CFP | Percentage of assets, Hourly |
| Zachary Giles | Elser Financial Planning | Indianapolis | CFP | Percentage of assets, Hourly |
| Jeffrey Dowden | Wallington Asset Management | Indianapolis | CFA | Percentage of assets, Hourly |
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