Hourly financial advisors in Indiana
How do I find fee-only advisors who charge by the hour in Indiana?
In Indiana, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Brady McArdle of Galecki Financial Management, Inc., Aaron Wieand of Integrated Financial Planning Solutions, LLC and Erik Goodge of uVest Advisory Group.
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.
- Erik Goodge uVest Advisory Group, Newburgh Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Mark Rosinski Dunes Financial LLC, Valparaiso Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Andrew Fallwell Lever Wealth Management, Evansville Holds the CFP and CFA. Fees on file: hourly, fixed fees.
- Daniel Klemkosky Wallington Asset Management, Indianapolis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 264
- Firms
- 114
- Cities
- 45
- Hold the CFP
- 47%
- Other credentials: CFA 5% · CPA 1% · EA 0%
- How they charge (of 264 with fees on file): hourly 92% · percentage of assets 91% · fixed fees 69% · one-time 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
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Indiana are there?
The Wellspent public graph lists 264 fee-only advisors who charge by the hour in Indiana, at 114 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Indiana located?
Of the 264 fee-only advisors who charge by the hour in Indiana, 70 are in Indianapolis, followed by 27 in Fishers and 25 in Fort Wayne.
How do fee-only advisors who charge by the hour in Indiana charge?
The most common fee among fee-only advisors who charge by the hour in Indiana is an hourly rate, used by 92% of the 264 with fees on file. Many use more than one: 91% charge a percentage of assets and 69% charge fixed fees.
How many fee-only advisors who charge by the hour in Indiana hold the CFP?
47% of the 264 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Indiana?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 264 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Steve Highsmith | Highsmith Financial Planning, LLC | Brownsburg | CFP | Hourly |
| Brennan Vitali | Vitality Wealth Planning | Elkhart | CFP | Percentage of assets, Hourly |
| David Hobbs | Hobbs Wealth Management | Zionsville | CFP | Percentage of assets, One-time planning fee |
| 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 |
| 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 |
| Emily Turner | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Daniel Lubs | Integrated Investment Strategies | Carmel | 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 |
| Christy Gregory | Sycamore Asset Management | Zionsville | CFP | Hourly |
| David Tracey | Pathway Financial Advisers | Auburn | CFP | Percentage of assets, Hourly |
| Dennis Houlihan | Houlihan Asset Management | Fort Wayne | CFP | Hourly |
| Joseph Harowski | Smart Choice Financial Planning | St. John | CFP | Flat fee or retainer, 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 |
| 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 |
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