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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
Brent Foster Northbound Wealth Indianapolis Not listed Percentage of assets, Hourly
Brian Bischoff Bischoff Wealth Management Group Greenwood Not listed Percentage of assets, Fixed fees
Brogan Baxter Four Quadrant Wealth Advisors Carmel Not listed Percentage of assets, Fixed fees
Bryan Fawcett Four Quadrant Wealth Advisors Carmel Not listed Percentage of assets, Fixed fees
Bryant Voeson Walter Keenan Wealth Management South Bend Not listed Percentage of assets, Hourly
Bryce Luedtke Wallington Asset Management Indianapolis Not listed Percentage of assets, Hourly
Camryn Olson Elevated Financial Group Indianapolis Not listed Percentage of assets, Hourly
Christopher Swanson Compass Financial Advisors Fort Wayne Not listed Percentage of assets, Hourly
Clifford Malings Compass Financial Advisors Chesterton Not listed Percentage of assets, Hourly
Clinton Bucher Monon Wealth Management Carmel Not listed Percentage of assets
Collin Knecht Bedel Financial Consulting Indianapolis Not listed Percentage of assets, Fixed fees
Colton Riggs Hurlow Wealth Management Group Bloomington Not listed Percentage of assets, Hourly
Craig Kessler Kessler Investment Group Columbus Not listed Percentage of assets, Fixed fees
Daniel Wolfson Walter Keenan Wealth Management South Bend Not listed Percentage of assets, Hourly
David Betz American Capital Management New Albany Not listed Percentage of assets, Hourly
David Dickmeyer Dickmeyer Boyce Financial Management Fort Wayne Not listed Percentage of assets, Hourly
Davis Warner Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Dawnetta Cooper Hurlow Wealth Management Group Bloomington Not listed Percentage of assets, Hourly
Douglas Purdy Mackhouse Capital Indianapolis Not listed Percentage of assets, Hourly
Dylan Fitchet Integrated Planning & Wealth Management Westfield Not listed Percentage of assets, Fixed fees
Eric Pampel Pampel & Associates Monticello Not listed Percentage of assets, Hourly
Evan Fruits Koon Financial Planning & Consulting/kfp&c Greenwood Not listed Percentage of assets, Hourly
Fred Brockman Capital Advisor Network Lafayette Not listed Percentage of assets, Hourly
Grant Hofer Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Gregory Schiffli On Target Wealth Partners Greenwood Not listed Percentage of assets
Henry Dierkes Halter Ferguson Financial Carmel Not listed Percentage of assets, Hourly
Henry Rowe Hurlow Wealth Management Group Bloomington Not listed Percentage of assets, Hourly
Henry Wright Obsidiant Partners Carmel Not listed Percentage of assets, Hourly
Hunter Bartholomew Monon Wealth Management Indianapolis Not listed Percentage of assets
Isaac Yops Halter Ferguson Financial Carmel Not listed Percentage of assets, Hourly
James Bobos Compass Financial Advisors Chesterton Not listed Percentage of assets, Hourly
James Humphries Mindset Wealth Management Indianapolis Not listed Percentage of assets
James Keenan Walter Keenan Wealth Management South Bend Not listed Percentage of assets, Hourly
James Lewis National Wealth Management Group Westfield Not listed Percentage of assets, Hourly
Jared Johnson Genuine Wealth Advisors Indianapolis Not listed Percentage of assets, Hourly
Jared Wickes Capital Advisor Network Lafayette Not listed Percentage of assets, Hourly
Jason Rasp Rasp Wealth Solutions Fishers Not listed Percentage of assets, Fixed fees
Jason Smith Four Quadrant Wealth Advisors Indianapolis Not listed Percentage of assets, Fixed fees
Jason White Dynamic Legacy Planning Greenfield Not listed Percentage of assets, Hourly
Jeffrey Haley Haley & Summers Wealth Management Fort Wayne Not listed Percentage of assets, Hourly
Jeffrey Hutson Monument Advisers Carmel Not listed Percentage of assets
Jenel Darland Halter Ferguson Financial Carmel Not listed Percentage of assets, Hourly
John Duncan Norwood Economics Fishers Not listed Percentage of assets, Hourly
John Eisenbarth Kessler Investment Group Columbus Not listed Percentage of assets, Fixed fees
John House Mackhouse Capital Clarksville Not listed Percentage of assets, Hourly
John Hurlow Hurlow Wealth Management Group Bloomington Not listed Percentage of assets, Hourly
John Wagner Wagner Wealth Management Indianapolis Not listed Percentage of assets, Fixed fees
Joseph Del Principe DEL Principe O'brien Financial Advisors Indianapolis Not listed Percentage of assets, Hourly
Joshua Walker Wright Planning Fishers Not listed Hourly, Fixed fees
Julian Simmerman 1834 Investment Advisors Indianapolis Not listed Percentage of assets, Fixed fees

Firms headquartered in Indiana (147)

All 147 firms in Indiana