Advisors for under $500,000 in Indiana
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Brady McArdle of Galecki Financial Management, Inc., Erik Goodge of uVest Advisory Group and Treavor Dodsworth of Sycomore Financial LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brady McArdle Galecki Financial Management, Inc., Fort Wayne Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Erik Goodge uVest Advisory Group, Newburgh Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Treavor Dodsworth Sycomore Financial LLC, Fishers Holds the CFP and CPA. Fees on file: fixed fees.
- Cody Lachner Next Adventure Financial, Lafayette Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Zach Gentry Gentry Financial, Fishers Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Nicholas Finnigan Delta Wealth Advisors, Indianapolis Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 241
- Firms
- 117
- Cities
- 46
- Hold the CFP
- 43%
- Other credentials: CFA 3% · CPA 1% · EA 0%
- How they charge (of 241 with fees on file): percentage of assets 93% · hourly 61% · fixed fees 59% · ongoing planning fee 6%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Indiana are there?
The Wellspent public graph lists 241 fee-only advisors for under $500,000 in Indiana, at 117 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Indiana located?
Of the 241 fee-only advisors for under $500,000 in Indiana, 45 are in Indianapolis, followed by 26 in Fort Wayne and 25 in Carmel.
How do fee-only advisors for under $500,000 in Indiana charge?
The most common fee among fee-only advisors for under $500,000 in Indiana is a percentage of assets, used by 93% of the 241 with fees on file. Many use more than one: 61% charge by the hour and 59% charge fixed fees.
How many fee-only advisors for under $500,000 in Indiana hold the CFP?
43% of the 241 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Indiana?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 241 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Reynolds | Elevation Financial | Westfield | AIF, CFP, CFT-I, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. | Pillar Wealth | Franklin | CFP | Hourly, One-time planning fee |
| Steven Neeley | Fortress Capital Advisors | Carmel | CFP, MBA | Percentage of assets, One-time planning fee |
| Tyler Smith | BBK Wealth Management | Fishers | CFP, M.Ed. | Percentage of assets, Hourly |
| Alex Perkins | Perkins Wealth Advantage, LLC. | Fishers | CFP | Percentage of assets, Fixed fees |
| David Dodd | The Other 90 Financial, LLC | Mount Vernon | CFP | Flat fee or retainer, Ongoing planning fee |
| Jacob Rich | Capstone Wealth Advisors | Indianapolis | CFP | Percentage of assets, One-time planning fee |
| Lance Ludwig | Kingdom Financial | South Bend | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Logan Valentine | Valentine Wealth Management | Seymour | CFP | Percentage of assets, Ongoing planning fee |
| Sam Wagner | WealthGuides LLC | Indianapolis | CFP | Percentage of assets, Hourly |
| Steven Gilbert | Gilbert Wealth | Fort Wayne | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| Tim Woodward | Blend Wealth | Indianapolis | CFP, MBA | Ongoing planning fee |
| Cody Lachner | Next Adventure Financial | Lafayette | CFP, EA | Percentage of assets, Hourly |
| Drew Feutz | Migration Wealth Management, LLC | Avon | CFP | Ongoing planning fee |
| Adam Cmejla | Integrated Planning & Wealth Management, LLC | Carmel | CFP | Percentage of assets, Fixed fees |
| Phil Funk | Servant Capital Advisors, LLC | Carmel | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Zach Gentry | Gentry Financial | Fishers | CFP, CKA, CPA | Percentage of assets, Fixed fees |
| Alan Skillern | Best Case Financial LLC | Fillmore | CFP, MBA | Percentage of assets, One-time planning fee |
| Brady McArdle | Galecki Financial Management, Inc. | Fort Wayne | CFP, BS, BA, MBA | Percentage of assets, One-time planning fee |
| Brian Wright | Wright Planning, LLC | Fishers | CFP | Hourly, Fixed fees |
| Katie Fischer | Market Street Wealth Management Advisors, LLC | Indianapolis | CFP | Percentage of assets |
| Patrick Andrews | WWA Planning & Investments | Columbus | CFP, CeFT, MBA | Percentage of assets |
| Brennan Vitali | Vitality Wealth Planning | Elkhart | CFP | Percentage of assets, Hourly |
| Ryan Fisher | DentVest Wealth Management | Fort Wayne | CFP | Ongoing planning fee |
| Ryan Kay Kay | Arena Wealth Management | Fort Wayne | CFP | Percentage of assets, Fixed fees |
| David Hobbs | Hobbs Wealth Management | Zionsville | CFP | Percentage of assets, One-time planning fee |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Ahmad Saltagi | Zaki Financial | Indianapolis | CFP | One-time planning fee, Hourly |
| John Lauer | Lauer Wealth Management | Valparaiso | CFP | Percentage of assets, Hourly |
| Joshua Zorger | Fortitude Private Wealth | Carmel | CFP | Percentage of assets, Hourly |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. | Daviman Financial | Fishers | CFP | Percentage of assets, Flat fee or retainer |
| Dino Efthimiou | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| Emily Turner | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Joshua Salway | Full of Grace Financial | Roanoke | ChFC | Percentage of assets, Ongoing planning fee |
| Justin McCurdy | Bridge Financial Planning | Valapariso | CFP | Flat fee or retainer, Percentage of assets |
| Mark Adams | The DBS Companies | Bloomington | CFP | Percentage of assets, Hourly |
| Mark Olsen | TSN Wealth & Tax Management | Zionsville | CFP | Percentage of assets, Hourly |
| Matthew Snyder | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Nathan Stone | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Timothy Dukeman | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Daniel Lubs | Integrated Investment Strategies | Carmel | CFP | Percentage of assets, Hourly |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| Adam Vaal | Vaal Financial | Indianapolis | ChFC | Percentage of assets, Ongoing planning fee |
| Brady Johnson | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Christy Gregory | Sycamore Asset Management | Zionsville | CFP | Hourly |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| David Tracey | Pathway Financial Advisers | Auburn | CFP | Percentage of assets, Hourly |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes