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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
Douglas Rotman True Wealth Stewards Carmel CFP Percentage of assets, Hourly
Elaine Kops-Bedel Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Eldon McCabe Hurlow Wealth Management Group Bloomington CFP Percentage of assets, Hourly
Eric Shetter Elser Financial Planning Indianapolis CFP Percentage of assets, Hourly
Evan Bedel Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Hilary Hendershott Hendershott Wealth Management Fishers CFP Percentage of assets, Hourly
Hollina Wadsworth Hendershott Wealth Management Fishers CFP Percentage of assets, Hourly
Ian Boyce Dickmeyer Boyce Financial Management Fort Wayne CFP Percentage of assets, Hourly
Jalene Hahn WWA Planning & Investments Columbus CFP Percentage of assets, Hourly
James Castagna Noble Financial Advisors Noblesville CFP Percentage of assets
James Miller Blend Wealth Indianapolis CFP Percentage of assets, Fixed fees
James Sawdon Walter Keenan Wealth Management South Bend CFP Percentage of assets, Hourly
James Wenglikowski Elser Financial Planning Indianapolis CFP Percentage of assets, Hourly
Jared Defore Onward FI Plainfield CFP, PFS Percentage of assets
Jared Fiedler AMI Investment Management Kendallville CFP Percentage of assets, Hourly
Jessica Bokhart Market Street Wealth Management Advisors Indianapolis CFP Percentage of assets, Hourly
Joel Koon Four Quadrant Wealth Advisors Carmel CFP Percentage of assets, Fixed fees
John Anderson AFP Group Plainfield CFP Percentage of assets, Hourly
John Bohnsack Integrated Planning & Wealth Management Westfield CFP Percentage of assets, Fixed fees
John Hutchens Monon Wealth Management Indianapolis CFP Percentage of assets
John Laughlin Laughlin Financial Bloomington CFP, PFS Percentage of assets, Hourly
John Sidery Uptick Partners Westfield CFP Percentage of assets, Fixed fees
Jonathan Harrier CFG Wealth Management Services Indianapolis CFP Percentage of assets, Hourly
Jonathan Herndon Elser Financial Planning Indianapolis CFP Percentage of assets, Hourly
Jonathan McCarty Elevated Financial Group Indianapolis CFP Percentage of assets, Hourly
Jordan Davan Monon Wealth Management Indianapolis CFP Percentage of assets
Jordan Wise Wise Wealth Management Fort Wayne CFP Percentage of assets, Hourly
Joseph Dewald Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Joseph Hay Indy Advisors, LLC. Indianapolis CFP Percentage of assets, Hourly
Julian Strickland Genesis Advisors Fishers CFP Percentage of assets, Hourly
Justin Castelli Santiago.life Fishers CFP Percentage of assets, Hourly
Kathryn Hower Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Kenneth Klabunde Precedent Financial Strategies Indianapolis CFP Percentage of assets, Hourly
Kent Delph Deerfield Indianapolis CFP Percentage of assets, Hourly
Kristy Larm Hendershott Wealth Management Fishers CFP Percentage of assets, Hourly
Kyle Thompson Market Street Wealth Management Advisors Indianapolis CFP Percentage of assets, Hourly
Lance Keesling Indy Advisors, LLC. Indianapolis CFP Percentage of assets, Hourly
Linda Zimmermann Linda Zimmermann Financial Planning and Counseling Greenfield CFP Hourly
Marcus Miller Deerfield Indianapolis CFP Percentage of assets, Hourly
Mark Vanderhagen Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Marlin Schmidt Creative Financial Planning Advisors South Bend CFP Percentage of assets, Hourly
Martin Bassett Bassett Financial Advisors Fort Wayne CFP Percentage of assets, Hourly
Mathew Ryan Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Matthew Bates Four Quadrant Wealth Advisors Carmel CFP Percentage of assets, Fixed fees
Matthew Landini Genuine Wealth Advisors Indianapolis CFP Percentage of assets, Hourly
Matthew Roop Deerfield Indianapolis CFP Percentage of assets, Hourly
Meredith Carbrey Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Michael Carson Hurlow Wealth Management Group Bloomington CFP Percentage of assets, Hourly
Michael Charles Wallington Asset Management Indianapolis CFP Percentage of assets, Hourly
Michael Puckett CFG Wealth Management Services Indianapolis CFP Percentage of assets, Hourly

Firms headquartered in Indiana (147)

All 147 firms in Indiana