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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
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 Adams The DBS Companies Bloomington CFP Percentage of assets, Hourly
Mark Hildebrand Nearside Advisors Indianapolis CFP 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
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
David Kirr Kirr, Marbach & Company Columbus CFA Percentage of assets
Jeffrey Sturgis Brightstone Advisors Fishers CFP Percentage of assets, Hourly
Mark Foster Kirr, Marbach & Company Columbus CFA Percentage of assets
Mickey Kim Kirr, Marbach & Company Columbus CFA Percentage of assets
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
Brady Johnson Curry Webb Wealth Management Indianapolis Not listed Percentage of assets
Christy Gregory Sycamore Asset Management Zionsville CFP Hourly
David Stitt Curry Webb Wealth Management Indianapolis Not listed Percentage of assets
David Tracey Pathway Financial Advisers Auburn CFP Percentage of assets, Hourly
Dennis Houlihan Houlihan Asset Management Fort Wayne CFP 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
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
Luke McQuade Full of Grace Financial Roanoke Not listed Percentage of assets, Ongoing planning fee
Margaret Gooley Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Nicholas Finnigan Delta Wealth Advisors Indianapolis CFA Percentage of assets
Ty Williams Curry Webb Wealth Management Indianapolis Not listed 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
Drew Vesling Kotys Wealth Professionals 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
Matthew Kirr Kirr, Marbach & Company Columbus Not listed Percentage of assets
Michael Werner Meridian Investment Advisors Indianapolis CFP Percentage of assets, Hourly
Ryan Kotys Kotys Wealth Professionals Valparaiso Not listed 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

Firms headquartered in Indiana (147)

All 147 firms in Indiana