Advisors for $500,000 to $1 million in Indiana
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.
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.
- Kelli Ellison Panoramic Financial Planning, Carmel Holds the CFP and EA. Fees on file: percentage of assets, fixed fees.
- Mark Rosinski Dunes Financial LLC, Valparaiso Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Mark Hildebrand Nearside Advisors, Indianapolis Holds the CFP. Fees on file: percentage of assets.
- Jennifer Rupp Hendershott Wealth Management, Fishers Holds the CFP. Fees on file: ongoing planning fee.
- Dennis Houlihan Houlihan Asset Management, Fort Wayne Holds the CFP. Fees on file: hourly.
By the numbers
- Advisors listed
- 86
- Firms
- 30
- Cities
- 14
- Hold the CFP
- 43%
- Other credentials: CFA 10% · CPA 1% · EA 1%
- How they charge (of 86 with fees on file): percentage of assets 85% · fixed fees 71% · hourly 55% · performance-based fees 12%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 86 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| Jennifer Rupp | Hendershott Wealth Management | Fishers | CFP, MBA | Ongoing planning fee |
| Kelli Ellison | Panoramic Financial Planning | Carmel | CFP, EA, Master of Science Accounting, MBA | Percentage of assets, Fixed fees |
| James Pechin | McLaughlin Asset Management | Lafayette | CFP | Percentage of assets, Fixed fees |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | Percentage of assets |
| Nicholas Catlin | CBG & Company | Fishers | CFP | Percentage of assets, Hourly |
| Jeffrey Sturgis | Brightstone Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Dennis Houlihan | Houlihan Asset Management | Fort Wayne | CFP | Hourly |
| Julianne Erhart-Graves | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Kyle McCune | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Margaret Gooley | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Aaron Coates | Relevant Financial Advisors | Elkhart | CFP | Fixed fees |
| Kathryn Lester | Vandalia Wealth | Indianapolis | Not listed | Percentage of assets, Hourly |
| Madeline Speckman | Meridian Investment Advisors | Indianapolis | CFP | Percentage of assets, Hourly |
| Michael Werner | Meridian Investment Advisors | Indianapolis | CFP | Percentage of assets, Hourly |
| Andrew Fallwell | Lever Wealth Management | Evansville | CFP, CFA | Hourly, Fixed fees |
| Daniel Garwood | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| James Keene | McLaughlin Asset Management | Lafayette | Not listed | Percentage of assets, Fixed fees |
| John Lyon | Lyon Capital Management | Schererville | CFA | Percentage of assets |
| Julie Dant | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Mark Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Mark Rosinski | Dunes Financial LLC | Valparaiso | CFP, CPA | Hourly, Fixed fees |
| Roy Bodinus | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Timothy Luker | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| William Gorgol | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| Samantha Mardyla | Lyon Capital Management | Schererville | Not listed | Percentage of assets |
| Shane Fagan | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Tabitha Williams | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Bradley Bolin | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Christopher Evans | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Keith Allen | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Michael Burley | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Noel Knox | Solve Consulting Group | Fort Wayne | Not listed | Percentage of assets |
| Cynthia Walsh | Walsh Advisors | Crown Point | Not listed | Ongoing planning fee, One-time planning fee |
| Owen Rush | Walsh Advisors | Crown Point | Not listed | Ongoing planning fee, One-time planning fee |
| Abigayle Presley | Bedel Financial Consulting | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Alyssa Hause | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Ashley Bradford | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Cara Buchanan | Bedel Financial Consulting | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Catherine Sullivan | Bedel Financial Consulting | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Elaine Kops-Bedel | Bedel Financial Consulting | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Evan Bedel | Bedel Financial Consulting | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Hilary Hendershott | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Hollina Wadsworth | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| John Laughlin | Laughlin Financial | Bloomington | CFP, PFS | Percentage of assets, Hourly |
| Jonathan Harrier | CFG Wealth Management Services | Indianapolis | CFP | Percentage of assets, Hourly |
| Kathryn Hower | Bedel Financial Consulting | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Kristy Larm | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
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