| Nicholas Catlin | CBG & Company | Fishers | CFP | Percentage of assets, Hourly |
| 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 |
| Jeffrey Sturgis | Brightstone Advisors | Fishers | 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 |
| David Tracey | Pathway Financial Advisers | Auburn | CFP | Percentage of assets, Hourly |
| James Macdonald | Aurora Financial Strategies | Lafayette | CFP | Percentage of assets, Fixed fees |
| Joseph Harowski | Smart Choice Financial Planning | St. John | CFP | Flat fee or retainer, Hourly |
| 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 |
| 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 |
| Aaron Coates | Relevant Financial Advisors | Elkhart | CFP | Fixed fees |
| Ali Saltagi | Zaki Financial | Indianapolis | Not listed | One-time planning fee, Hourly |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Cole Deardorff | Lauer Wealth Management | 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 |
| Kathryn Lester | Vandalia Wealth | Indianapolis | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | 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 |
| Terrance Andersen | Tactical Wealth Partners | Zionsville | CFP | Ongoing planning fee |
| Aaron Downs | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Aaron Pettersen | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Andrew Fallwell | Lever Wealth Management | Evansville | CFP, CFA | Hourly, Fixed fees |
| Austin Crites | Aurora Financial Strategies | Indianapolis | CFA | Percentage of assets, Fixed fees |
| Daniel Garwood | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| 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 |
| Holly Wharton | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| James Keene | McLaughlin Asset Management | Lafayette | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Mark Rosinski | Dunes Financial LLC | Valparaiso | CFP, CPA | Hourly, Fixed fees |
| Matthew Teeple | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Matthew Yeiter | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Rachel Leman | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Reed Hubbert | Aurora Financial Strategies | Kokomo | ChFC | Percentage of assets, Fixed fees |
| Robert Krafft | Luminary Wealth | Fort Wayne | CFA | Percentage of assets, Hourly |
| Roy Bodinus | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Sarah Austin | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Thomas Gross | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Treavor Dodsworth | Sycomore Financial LLC | Fishers | CFP, CPA | Fixed fees |