# Advisors for $500,000 to $1 million in Indiana

> In Indiana, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Andrew Fallwell of Lever Wealth Management, Kelli Ellison of Panoramic Financial Planning and Mark Rosinski of Dunes Financial LLC.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/indiana/
86 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 $500,000 to $1 million in Indiana?

In Indiana, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Andrew Fallwell of Lever Wealth Management, Kelli Ellison of Panoramic Financial Planning and Mark Rosinski of Dunes Financial LLC.

## How many fee-only advisors for $500,000 to $1 million in Indiana are there?

The Wellspent public graph lists 86 fee-only advisors for $500,000 to $1 million in Indiana, at 30 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in Indiana located?

Of the 86 fee-only advisors for $500,000 to $1 million in Indiana, 44 are in Indianapolis, followed by 17 in Fishers and 9 in Carmel.

## How do fee-only advisors for $500,000 to $1 million in Indiana charge?

The most common fee among fee-only advisors for $500,000 to $1 million in Indiana is a percentage of assets, used by 85% of the 86 with fees on file. Many use more than one: 71% charge fixed fees and 55% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in Indiana hold the CFP?

43% of the 86 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Indiana?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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 |
|---|---|---|---|---|
| [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees |
| [Jennifer Rupp](https://find.wellspent.co/advisors/jennifer-rupp.md) | Hendershott Wealth Management | Fishers, Indiana | CFP, MBA | Ongoing planning fee |
| [Kelli Ellison](https://find.wellspent.co/advisors/kelli-ellison.md) | Panoramic Financial Planning | Carmel, Indiana | CFP, EA, Master of Science Accounting, MBA | Percentage of assets, Fixed fees |
| [James Pechin](https://find.wellspent.co/advisors/james-pechin.md) | McLaughlin Asset Management | Lafayette, Indiana | CFP | Percentage of assets, Fixed fees |
| [Mark Hildebrand](https://find.wellspent.co/advisors/mark-hildebrand.md) | Nearside Advisors | Indianapolis, Indiana | CFP | Percentage of assets |
| [Nicholas Catlin](https://find.wellspent.co/advisors/nicholas-catlin.md) | CBG & Company | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Sturgis](https://find.wellspent.co/advisors/jeffrey-sturgis.md) | Brightstone Advisors | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dennis Houlihan](https://find.wellspent.co/advisors/dennis-houlihan.md) | Houlihan Asset Management | Fort Wayne, Indiana | CFP | Hourly |
| [Julianne Erhart-Graves](https://find.wellspent.co/advisors/julianne-erhart-graves.md) | Reify Wealth Advisors | Indianapolis, Indiana | CFP | Hourly, One-time planning fee |
| [Kyle McCune](https://find.wellspent.co/advisors/kyle-mccune.md) | Reify Wealth Advisors | Indianapolis, Indiana | CFP | Hourly, One-time planning fee |
| [Margaret Gooley](https://find.wellspent.co/advisors/margaret-gooley.md) | Reify Wealth Advisors | Indianapolis, Indiana | CFP | Hourly, One-time planning fee |
| [Aaron Coates](https://find.wellspent.co/advisors/aaron-coates.md) | Relevant Financial Advisors | Elkhart, Indiana | CFP | Fixed fees |
| [Kathryn Lester](https://find.wellspent.co/advisors/kathryn-lester.md) | Vandalia Wealth | Indianapolis, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Madeline Speckman](https://find.wellspent.co/advisors/madeline-speckman.md) | Meridian Investment Advisors | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Werner](https://find.wellspent.co/advisors/michael-werner.md) | Meridian Investment Advisors | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Fallwell](https://find.wellspent.co/advisors/andrew-fallwell.md) | Lever Wealth Management | Evansville, Indiana | CFP, CFA | Hourly, Fixed fees |
| [Daniel Garwood](https://find.wellspent.co/advisors/daniel-garwood.md) | CBG & Company | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [James Keene](https://find.wellspent.co/advisors/james-keene.md) | McLaughlin Asset Management | Lafayette, Indiana |   | Percentage of assets, Fixed fees |
| [John Lyon](https://find.wellspent.co/advisors/john-lyon.md) | Lyon Capital Management | Schererville, Indiana | CFA | Percentage of assets |
| [Julie Dant](https://find.wellspent.co/advisors/julie-dant.md) | Nearside Advisors | Indianapolis, Indiana |   | Percentage of assets |
| [Mark Idzik](https://find.wellspent.co/advisors/mark-idzik.md) | Nearside Advisors | Indianapolis, Indiana |   | Percentage of assets |
| [Mark Rosinski](https://find.wellspent.co/advisors/mark-rosinski.md) | Dunes Financial LLC | Valparaiso, Indiana | CFP, CPA | Hourly, Fixed fees |
| [Roy Bodinus](https://find.wellspent.co/advisors/roy-bodinus.md) | CBG & Company | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Karo Kochounian](https://find.wellspent.co/advisors/karo-kochounian.md) | Elevate Capital | Fishers, Indiana |   | Percentage of assets, Performance-based fees |
| [Katherine Kochounian](https://find.wellspent.co/advisors/katherine-kochounian.md) | Elevate Capital | Fishers, Indiana |   | Percentage of assets, Performance-based fees |
| [Timothy Luker](https://find.wellspent.co/advisors/timothy-luker.md) | Brightstone Advisors | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [William Gorgol](https://find.wellspent.co/advisors/william-gorgol.md) | Brightstone Advisors | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Samantha Mardyla](https://find.wellspent.co/advisors/samantha-mardyla.md) | Lyon Capital Management | Schererville, Indiana |   | Percentage of assets |
| [Shane Fagan](https://find.wellspent.co/advisors/shane-fagan.md) | Reify Wealth Advisors | Indianapolis, Indiana |   | Hourly, One-time planning fee |
| [Tabitha Williams](https://find.wellspent.co/advisors/tabitha-williams.md) | Reify Wealth Advisors | Indianapolis, Indiana |   | Hourly, One-time planning fee |
| [Bradley Bolin](https://find.wellspent.co/advisors/bradley-bolin.md) | Meridian Investment Advisors | Indianapolis, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Christopher Evans](https://find.wellspent.co/advisors/christopher-evans.md) | Meridian Investment Advisors | Indianapolis, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Keith Allen](https://find.wellspent.co/advisors/keith-allen.md) | Meridian Investment Advisors | Indianapolis, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Michael Burley](https://find.wellspent.co/advisors/michael-burley.md) | Meridian Investment Advisors | Indianapolis, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Noel Knox](https://find.wellspent.co/advisors/noel-knox.md) | Solve Consulting Group | Fort Wayne, Indiana |   | Percentage of assets |
| [Cynthia Walsh](https://find.wellspent.co/advisors/cynthia-walsh.md) | Walsh Advisors | Crown Point, Indiana |   | Ongoing planning fee, One-time planning fee |
| [Owen Rush](https://find.wellspent.co/advisors/owen-rush.md) | Walsh Advisors | Crown Point, Indiana |   | Ongoing planning fee, One-time planning fee |
| [Abigayle Presley](https://find.wellspent.co/advisors/abigayle-presley.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Alyssa Hause](https://find.wellspent.co/advisors/alyssa-hause.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ashley Bradford](https://find.wellspent.co/advisors/ashley-bradford.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cara Buchanan](https://find.wellspent.co/advisors/cara-buchanan.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Catherine Sullivan](https://find.wellspent.co/advisors/catherine-sullivan.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Elaine Kops-Bedel](https://find.wellspent.co/advisors/elaine-kops-bedel.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Evan Bedel](https://find.wellspent.co/advisors/evan-bedel.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Hilary Hendershott](https://find.wellspent.co/advisors/hilary-hendershott.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Hollina Wadsworth](https://find.wellspent.co/advisors/hollina-wadsworth.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Laughlin](https://find.wellspent.co/advisors/john-laughlin-4674607.md) | Laughlin Financial | Bloomington, Indiana | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Harrier](https://find.wellspent.co/advisors/jonathan-harrier.md) | CFG Wealth Management Services | Indianapolis, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kathryn Hower](https://find.wellspent.co/advisors/kathryn-hower.md) | Bedel Financial Consulting | Indianapolis, Indiana | CFP | Percentage of assets, Fixed fees |
| [Kristy Larm](https://find.wellspent.co/advisors/kristy-larm.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 86. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).