W Wellspent Public advisor graph
Get matched
Wellspent public graph/Locations/United States/Indiana
United States

Fee-only advisors in Indiana

Fee-only advisors in Indianapolis, Carmel and Fishers, plus 49 other cities.

What fee-only financial advisors charge in Indiana

By the numbers

The Wellspent public graph lists 411 fee-only financial advisors serving Indiana at 171 firms, most in Indianapolis, Carmel and Fishers. 44% hold the CFP certification. Of the 411 with fees on file, 91% charge percentage of assets.

Advisors listed
411
Firms
171
Cities
53
Hold the CFP
44%
  • Other credentials: CFA 7% · CPA 1% · EA 0%
  • How they charge (of 411 with fees on file): percentage of assets 91% · fixed fees 64% · hourly 59% · ongoing planning fee 5%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Indiana (411)

Fee-only advisors serving Indiana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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 Don't be stuck in the past with an old, outdated formula that incentivizes laziness.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
David Webb Curry Webb Wealth Management Indianapolis CFP Percentage of assets
Kelli Ellison Panoramic Financial Planning Carmel CFP, EA, Master of Science Accounting, MBA Percentage of assets, Fixed fees
Robert Curry Curry Webb Wealth Management Indianapolis CFP Percentage of assets
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
Margaret Kamman Kirr, Marbach & Company Columbus CFP Percentage of assets
Wesley Kotys Kotys Wealth Professionals Valparaiso CFP Percentage of assets, Hourly
Zachary Greiner Kirr, Marbach & Company Columbus CFP Percentage of assets
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

Firms headquartered in Indiana (147)

All 147 firms in Indiana