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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
Samantha Mardyla Lyon Capital Management Schererville Not listed Percentage of assets
Scott Busch Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Shane Fagan Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Steven Post Pathway Financial Advisers Auburn Not listed Percentage of assets, Hourly
Tabitha Williams Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Thomas Smith ABG Consultants Westfield Not listed Percentage of assets, Hourly
Bradley Bolin Meridian Investment Advisors Indianapolis Not listed Percentage of assets, Hourly
Christopher Evans Meridian Investment Advisors Indianapolis Not listed Percentage of assets, Hourly
Keith Allen Meridian Investment Advisors Indianapolis Not listed Percentage of assets, Hourly
Michael Burley Meridian Investment Advisors Indianapolis Not listed Percentage of assets, Hourly
Noel Knox Solve Consulting Group Fort Wayne Not listed Percentage of assets
Timothee Hammond Hoosier Financial Planning Indianapolis Not listed Percentage of assets, Hourly
William Hardwick Hardwick Capital Management Shelbyville Not listed Percentage of assets, Hourly
Adam Beard Monarch Capital Management Fort Wayne Not listed Percentage of assets
Brady Webster NorthWest Financial Services Indianapolis Not listed Percentage of assets, Fixed fees
Cynthia Walsh Walsh Advisors Crown Point Not listed Ongoing planning fee, One-time planning fee
David Meyer Monarch Capital Management Fort Wayne Not listed Percentage of assets
Dexter White NorthWest Financial Services Indianapolis Not listed Percentage of assets, Fixed fees
John Hill Advisory Advocates Fort Wayne Not listed Percentage of assets, Fixed fees
Kregg Kiel Kiel Investment Company Carmel Not listed Percentage of assets, Hourly
Molly O'Shea NorthWest Financial Services Indianapolis Not listed Percentage of assets, Fixed fees
Owen Rush Walsh Advisors Crown Point Not listed Ongoing planning fee, One-time planning fee
Ryan Mabry Mabry Wealth Management Fort Wayne Not listed Percentage of assets, Fixed fees
Aaron Williams Market Street Wealth Management Advisors Indianapolis CFP Percentage of assets, Hourly
Abigayle Presley Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Aidan Finet Deerfield Indianapolis CFP Percentage of assets, Hourly
Alex Budzon Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Alexis Woodward Blend Wealth Indianapolis CFP Percentage of assets, Fixed fees
Allison Gruesbeck Elser Financial Planning Indianapolis CFP, ChFC Percentage of assets, Hourly
Alyssa Hause Hendershott Wealth Management Fishers CFP Percentage of assets, Hourly
Andrew Feutz Migration Wealth Management Avon CFP Percentage of assets, Hourly
Andrew Lynch Walter Keenan Wealth Management South Bend CFP Percentage of assets, Hourly
Arthur Timpe Timpe & Timpe Financial Advisory Services Zionsville CFP Percentage of assets, Hourly
Ashley Bradford Hendershott Wealth Management Fishers CFP Percentage of assets, Hourly
Austin Angel Market Street Wealth Management Advisors Indianapolis CFP Percentage of assets, Hourly
Austin Thoms Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Benjamin Kuhlman Valentine Wealth Management Seymour CFP Percentage of assets, Hourly
Benjamin Shively AMI Investment Management Kendallville CFP Percentage of assets, Hourly
Bradley Graber Genesis Advisors Fishers CFP Percentage of assets, Hourly
Brandon Gregg BBK Wealth Fishers CFP Percentage of assets, Hourly
Brian Hamel Retiremitten Financial Carmel CFP Percentage of assets, Fixed fees
Cara Buchanan Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Catherine Sullivan Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Christopher Kroll 1834 Investment Advisors Bloomington CFP Percentage of assets, Fixed fees
Christopher Slyby Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Christopher Weiss Wallington Asset Management Indianapolis CFP Percentage of assets, Hourly
Daniel Klemkosky Wallington Asset Management Indianapolis CFP, CFA Percentage of assets, Hourly
Daniel McKeeman Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Derek Grimmer Hurlow Wealth Management Group Bloomington CFP Percentage of assets, Hourly
Derek Hamilton Elser Financial Planning Indianapolis CFP Percentage of assets, Hourly

Firms headquartered in Indiana (147)

All 147 firms in Indiana