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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
Nicholas Rosebraugh Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Patrick O'Connell Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Robert Anweiler Anweiler Financial Management New Haven CFP Percentage of assets, Hourly
Robert Caird Caird Family Wealth Management Greenfield CFP Percentage of assets
Ronald Silverman Creative Financial Planning Advisors South Bend CFP Percentage of assets, Hourly
Ryan Bradley Elevated Financial Group Indianapolis CFP Percentage of assets, Hourly
Samuel Oliphant Wallington Asset Management Indianapolis CFP, CFA Percentage of assets, Hourly
Sarah Mahaffa Bedel Financial Consulting Indianapolis CFP Percentage of assets, Fixed fees
Stephanie Wilson Monon Wealth Management Indianapolis CFP Percentage of assets
Susan Elser Elser Financial Planning Indianapolis CFP Percentage of assets, Hourly
Susan Steel Deerfield Indianapolis CFP Percentage of assets, Hourly
Tanner Watson Walter Keenan Wealth Management South Bend CFP Percentage of assets, Hourly
Theresa Kest Hurlow Wealth Management Group Bloomington CFP Percentage of assets, Hourly
Thomas Steinmetz Capstone Wealth Advisors Indianpolis CFP Percentage of assets, Hourly
Tiffany White Halter Ferguson Financial Carmel CFP Percentage of assets, Hourly
Tyler Smith Wealth Advisors Group Fort Wayne CFP Percentage of assets, Hourly
Victor Aydt Aydt Investment Management Evansville CFP Percentage of assets, Hourly
William Washburn Clarity Financial Organization Boonville CFP Percentage of assets
Zachary Giles Elser Financial Planning Indianapolis CFP Percentage of assets, Hourly
Bradford Ferguson Halter Ferguson Financial Carmel CFA Percentage of assets, Hourly
Brian Breidenbach Breidenbach Capital Consulting Charlestown CFA Percentage of assets, Hourly
Christopher Norwood Norwood Economics Fishers CFA Percentage of assets, Hourly
David Crossman Bedel Financial Consulting Indianapolis CFA Percentage of assets, Fixed fees
Jason Phillips Pile Wealth Management Indianapolis PFS Percentage of assets
Jeffrey Dowden Wallington Asset Management Indianapolis CFA Percentage of assets, Hourly
John Claybon 1834 Investment Advisors Evansville CFA Percentage of assets, Fixed fees
Jonathan Koop Bedel Financial Consulting Indianapolis CFA Percentage of assets, Fixed fees
Katharine Marvel Encircle Financial Strategies Columbus ChFC Percentage of assets, Hourly
Leslie Michael Michael Associates Indianapolis PFS Fixed fees
Lisa Angelo Halter Ferguson Financial Carmel ChFC Percentage of assets, Hourly
Marc Caskey Pile Wealth Management Indianapolis PFS Percentage of assets
Michael Axel AMI Investment Management Kendallville CFA Percentage of assets, Hourly
Michael Winslow Pile Wealth Management Indianapolis PFS Percentage of assets
Neal Clements Pile Wealth Management Indianapolis PFS Percentage of assets
Richard Swartz Swartz Advisory Indianapolis CFA Percentage of assets, Hourly
Ryan Fuhrmann Fuhrmann Capital Indianapolis CFA Percentage of assets
Walter Koon Koon Financial Planning & Consulting/kfp&c Greenwood CFA Percentage of assets, Hourly
William Wendling Bedel Financial Consulting Indianapolis CFA Percentage of assets, Fixed fees
Adam Zoeller Genesis Advisors Fishers Not listed Percentage of assets, Hourly
Adriane Kulczar Market Street Wealth Management Advisors Noblesville Not listed Percentage of assets, Hourly
Alan Kovalsky Wallington Asset Management Indianapolis Not listed Percentage of assets, Hourly
Alan Rohrer Wealth Advisors Group Fort Wayne Not listed Percentage of assets, Hourly
Alexandros Kapsalis Hurlow Wealth Management Group Bloomington Not listed Percentage of assets, Hourly
Andrew Lanphear Dickmeyer Boyce Financial Management Fort Wayne Not listed Percentage of assets, Hourly
Andrew Pajakowski WWA Planning & Investments Columbus Not listed Percentage of assets, Hourly
Anthony Harcourt Bedel Financial Consulting Indianapolis Not listed Percentage of assets, Fixed fees
Austin Stagman Bedel Financial Consulting Indianapolis Not listed Percentage of assets, Fixed fees
Austin Woolley Pampel & Associates Monticello Not listed Percentage of assets, Hourly
Benjamin Weber Halter Ferguson Financial Carmel Not listed Percentage of assets, Hourly
Braden Yu Hurlow Wealth Management Group Bloomington Not listed Percentage of assets, Hourly

Firms headquartered in Indiana (147)

All 147 firms in Indiana