United States
Fee-only advisors in Indiana
Fee-only advisors in Indianapolis, Carmel and Fishers, plus 49 other cities.
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)
| Advisor | Firm | City | Credentials | 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 |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | 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 |
| John Lyon | Lyon Capital Management | Schererville | CFA | Percentage of assets |
| Julie Dant | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| 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 Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| 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 |
| Xuan Wang | EN+ Wealth | Munster | CFA | Percentage of assets |
| Derek Robertson | Integrated Investment Strategies | Carmel | Not listed | Percentage of assets, Hourly |
| Jay Conner | Arena Wealth Advisors | Jeffersonville | Not listed | Percentage of assets, Hourly |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Timothy Luker | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| William Gorgol | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| Austin Miller | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| Brian Iles | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| Brock Oxford | Spyglass Investment Management | Terre Haute | Not listed | Percentage of assets |
| Chad Gifford | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Erin Mutton | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| George Donner | Monarch Capital Management | Fort Wayne | CFA | Percentage of assets |
| Grant Evans | True North Wealth | Parker City | Not listed | Percentage of assets, Hourly |
| Jackson Collins | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| Joel Grimm | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| John Cristee | Spyglass Investment Management | Terre Haute | Not listed | Percentage of assets |
| John Meyer | Monarch Capital Management | Fort Wayne | CFA | Percentage of assets |
| Jon Beardsley | Spyglass Investment Management | Terre Haute | Not listed | Percentage of assets |
| Jordan Pfister | Pathway Financial Advisers | Auburn | Not listed | Percentage of assets, Hourly |
| Pierce Roe | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Rishabh Goyal | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Robert Rachlow | Luminary Wealth | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
Firms headquartered in Indiana (147)
-
AFP Group
Plainfield, Indiana
-
Allstreet Wealth
Westfield, Indiana
-
American Capital Management
New Albany, Indiana
-
AMI Investment Management
Kendallville, Indiana
-
Anweiler Financial Management
New Haven, Indiana
-
Arena Wealth Advisors
Jeffersonville, Indiana
-
Arena Wealth Management
Fort Wayne, Indiana
-
Aurora Financial Strategies
Lafayette, Indiana
-
Aydt Investment Management
Evansville, Indiana
-
Bassett Financial Advisors
Fort Wayne, Indiana
-
BBK Wealth Management
Fishers, Indiana
-
Bedel Financial Consulting, Inc.
Indianapolis, Indiana
-
Best Case Financial LLC
Fillmore, Indiana
-
Bischoff Wealth Management Group
Greenwood, Indiana
-
Blackwood Investment Group
Indianapolis, Indiana
-
Blend Wealth
Indianapolis, Indiana
-
Breidenbach Capital Consulting
Charlestown, Indiana
-
Bridge Financial Planning
Valapariso, Indiana
-
Brightstone Advisors
Fishers, Indiana
-
Caird Family Wealth Management
Greenfield, Indiana
-
Capital Advisor Network
Lafayette, Indiana
-
Capstone Wealth Advisors
Indianapolis, Indiana
-
Cardinal Capital Management
Muncie, Indiana
-
Catalyze Wealth Management
Carmel, Indiana
-
CBG & Company
Fishers, Indiana
-
CFG Wealth Management Services
Indianapolis, Indiana
-
Circle City Wealth Management
Carmel, Indiana
-
Clarity Financial Organization
Boonville, Indiana
-
Compass Financial Advisors
Fort Wayne, Indiana
-
Creative Financial Planning Advisors
South Bend, Indiana
-
Curry Webb Wealth Management
Indianapolis, Indiana
-
DEL Principe O'brien Financial Advisors
Indianapolis, Indiana
-
Delta Wealth Advisors
Indianapolis, Indiana
-
DentVest Wealth Management
Fort Wayne, Indiana
-
Doyle Investment Management
Bargersville, Indiana
-
Dunes Financial LLC
Valparaiso, Indiana
-
Dynamic Legacy Planning
Greenfield, Indiana
-
Elevated Financial Group
Indianapolis, Indiana
-
Elevation Financial
Westfield, Indiana
-
Elser Financial Planning
Indianapolis, Indiana
-
EN+ Wealth
Munster, Indiana
-
Encircle Financial Strategies
Columbus, Indiana
-
Endress Capital Management
Evansville, Indiana
-
Forsythe Wealth Management
Crown Point, Indiana
-
Fortitude Private Wealth
Carmel, Indiana
-
Fortress Capital Advisors
Carmel, Indiana
-
Four Quadrant Wealth Advisors
Carmel, Indiana
-
Fuhrmann Capital
Indianapolis, Indiana
-
Full of Grace Financial
Roanoke, Indiana
-
Galecki Financial Management, Inc.
Fort Wayne, Indiana
-
Genesis Advisors
Fishers, Indiana
-
Gentry Financial
Fishers, Indiana
-
Gentry Financial, LLC
Fishers, Indiana
-
Genuine Wealth Advisors
Indianapolis, Indiana
-
Gilbert Wealth
Fort Wayne, Indiana
-
Haley & Summers Wealth Management
Fort Wayne, Indiana
-
Halter Ferguson Financial
Carmel, Indiana
-
Harmony Wealth Management
Crown Point, Indiana
-
Hendershott Wealth Management
Fishers, Indiana
-
Highsmith Financial Planning, LLC
Brownsburg, Indiana