Flat-fee financial advisors in Indiana
How do I find fee-only advisors who charge flat or fixed fees in Indiana?
In Indiana, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Brady McArdle of Galecki Financial Management, Inc., Aaron Wieand of Integrated Financial Planning Solutions, LLC 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.
- Brady McArdle Galecki Financial Management, Inc., Fort Wayne Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Aaron Wieand Integrated Financial Planning Solutions, LLC, Goshen Holds the CFP and CPA. Fees on file: ongoing planning fee, one-time planning fee.
- Mark Rosinski Dunes Financial LLC, Valparaiso Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Zach Gentry Gentry Financial, Fishers Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- 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.
By the numbers
- Advisors listed
- 314
- Firms
- 125
- Cities
- 41
- Hold the CFP
- 49%
- Other credentials: CFA 6% · CPA 2% · EA 1%
- How they charge (of 314 with fees on file): percentage of assets 92% · fixed fees 83% · hourly 63% · 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
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Indiana are there?
The Wellspent public graph lists 314 fee-only advisors who charge flat or fixed fees in Indiana, at 125 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in Indiana located?
Of the 314 fee-only advisors who charge flat or fixed fees in Indiana, 100 are in Indianapolis, followed by 34 in Carmel and 29 in Fort Wayne.
How do fee-only advisors who charge flat or fixed fees in Indiana charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Indiana is a percentage of assets, used by 92% of the 314 with fees on file. Many use more than one: 83% charge fixed fees and 63% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Indiana hold the CFP?
49% of the 314 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Indiana?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 314 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 |
| Ryan Veldhuizen | Catalyze Wealth Management | Carmel | CFP, MSFP | Percentage of assets |
| 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 |
| Kathleen Tranovich | Elser Financial Planning | Indianapolis | CFP, CPWA, RMA, ABFP | Percentage of assets, One-time planning fee |
| Aaron Wieand | Integrated Financial Planning Solutions, LLC | Goshen | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Adam Cmejla | Integrated Planning & Wealth Management, LLC | Carmel | CFP | Percentage of assets, Fixed 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 |
| 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 |
| Brent Perry | Piedmont Financial Advisors, LLC | Indianapolis | CFP | 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 |
| Riki Cooke Low-cost, conflict-free planning for millennials and travel lovers who want their money to support what matters to them. | Abundo Wealth | Fishers | CFP | Subscription |
| Steve Highsmith | Highsmith Financial Planning, LLC | Brownsburg | CFP | Hourly |
| 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 |
| Kelli Ellison | Panoramic Financial Planning | Carmel | CFP, EA, Master of Science Accounting, MBA | Percentage of assets, Fixed fees |
| Ahmad Saltagi | Zaki Financial | Indianapolis | CFP | One-time planning fee, Hourly |
| 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 |
| John Lauer | Lauer Wealth Management | Valparaiso | CFP | Percentage of assets, Hourly |
| Joshua Zorger | Fortitude Private Wealth | Carmel | 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 |
| James Pechin | McLaughlin Asset Management | Lafayette | CFP | Percentage of assets, Fixed fees |
| 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 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 |
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