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Advisors for under $500,000 in Indiana

All 241 advisors

Advisors for under $500,000 in Indiana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
James Macdonald Aurora Financial Strategies Lafayette CFP Percentage of assets, Fixed fees
Luke McQuade Full of Grace Financial Roanoke Not listed Percentage of assets, Ongoing planning fee
Nicholas Finnigan Delta Wealth Advisors Indianapolis CFA Percentage of assets
Ty Williams Curry Webb Wealth Management Indianapolis Not listed Percentage of assets
William Cardwell Aurora Financial Strategies Kokomo CFP Percentage of assets, Fixed fees
William Gettings Aurora Financial Strategies Lafayette CFP, ChFC Percentage of assets, Fixed fees
Ali Saltagi Zaki Financial Indianapolis Not listed One-time planning fee, Hourly
Cole Deardorff Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
Drew Vesling Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Dustin Hunter SunRift Capital Partners Plainfield Not listed Percentage of assets, Hourly
Gene Hamstra Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
Grant Hamstra Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
John Lauer Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
Ryan Kotys Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Terrance Andersen Tactical Wealth Partners Zionsville CFP Ongoing planning fee
Aaron Downs TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Austin Crites Aurora Financial Strategies Indianapolis CFA Percentage of assets, Fixed fees
David Peterson TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Erik Goodge uVest Advisory Group Newburgh CFP, CFA Percentage of assets, Hourly
Evan Teeple TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Gordon Nesbit Hurlow Wealth Management Group Indianapolis CFP, CIMA, CPFA, CRPS Percentage of assets, Hourly
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Jason Berkholz TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Kevin Lewis Lewis Wealth Management Carmel Not listed Percentage of assets
Kimberly Newsome TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Matthew Teeple TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Reed Hubbert Aurora Financial Strategies Kokomo ChFC Percentage of assets, Fixed fees
Robert Krafft Luminary Wealth Fort Wayne CFA Percentage of assets, Hourly
Treavor Dodsworth Sycomore Financial LLC Fishers CFP, CPA Fixed fees
Xuan Wang EN+ Wealth Munster CFA Percentage of assets
Derek Robertson Integrated Investment Strategies Carmel Not listed Percentage of assets, Hourly
Jay Conner Arena Wealth Advisors Jeffersonville Not listed Percentage of assets, Hourly
Austin Miller Pathway Financial Advisers Auburn Not listed Percentage of assets, Hourly
Brian Iles Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
Brock Oxford Spyglass Investment Management Terre Haute Not listed Percentage of assets
Chad Gifford Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Erin Mutton Pathway Financial Advisers Auburn Not listed Percentage of assets, Hourly
Grant Evans True North Wealth Parker City Not listed Percentage of assets, Hourly
Jackson Collins Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
Joel Grimm Pathway Financial Advisers Auburn Not listed Percentage of assets, Hourly
John Cristee Spyglass Investment Management Terre Haute Not listed Percentage of assets
Jon Beardsley Spyglass Investment Management Terre Haute Not listed Percentage of assets
Jordan Pfister Pathway Financial Advisers Auburn Not listed Percentage of assets, Hourly
Pierce Roe Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Rishabh Goyal Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Robert Rachlow Luminary Wealth Fort Wayne Not listed Percentage of assets, Hourly
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly
Scott Busch Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Steven Post Pathway Financial Advisers Auburn Not listed Percentage of assets, Hourly
Thomas Smith ABG Consultants Westfield Not listed Percentage of assets, Hourly