Bedel Financial Consulting, Inc.

Bedel Financial Consulting, Inc. at a glance

• One of 147 fee-only firms based in Indiana in the Wellspent graph.
• 20 advisors are listed here; 12 of 20 hold the CFP.
• Its Form ADV reports 28 employees and 1,162 individual clients, 741 of them high net worth.
• Its average account is about $537,000 (assets it manages divided by its 5,435 accounts).

Fee-only advisors in Indiana · What fee-only advisors charge in Indiana

Facts

Bedel Financial Consulting, Inc. fees

Bedel Financial Consulting, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (20)

• Abigayle Presley

  CFP

• Anthony Harcourt

• Austin Stagman

• Cara Buchanan

  CFP

• Catherine Sullivan

  CFP

• Collin Knecht

• David Crossman

  CFA

• Elaine Bedel

  BA · CFP · MBA

• Elaine Kops-Bedel

  CFP

• Evan Bedel

  CFP

• Jonathan Koop

  CFA

• Kathryn Hower

  CFP

• Mathew Ryan

  CFP

• Meredith Carbrey

  CFP

• Nicholas Kelly

• Nicholas Rosebraugh

  CFP

• Olivia Maynes

  CFP

• Ryan Collier

• Sarah Mahaffa

  CFP

• William Wendling

  CFA

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Fee-only advisors in Indiana