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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
Justin Brammer Elevated Financial Group Indianapolis Not listed Percentage of assets, Hourly
Justin Truell Truell Financial Ellettsville Not listed Percentage of assets, Hourly
Kal Owen Four Quadrant Wealth Advisors Carmel Not listed Percentage of assets, Fixed fees
Kathleen Steinman Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Kevin Good Pillar Wealth Franklin Not listed Percentage of assets, Fixed fees
Kinder Dean Kinder Financial Services Nashville Not listed Percentage of assets, Hourly
Laura Morton Wealth Advisors Group Fort Wayne Not listed Percentage of assets, Hourly
Lee Snider Cardinal Capital Management Muncie Not listed Percentage of assets, Hourly
Lew Newton American Capital Management New Albany Not listed Percentage of assets, Hourly
Linda Murphy Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Lynn Fisel Compass Financial Advisors Chesterton Not listed Percentage of assets, Hourly
Marion Fleshman Capital Advisor Network Lafayette Not listed Percentage of assets, Hourly
Mark Rhodes Monon Wealth Management Avon Not listed Percentage of assets
Mark Vandygriff Mindset Wealth Management Indianapolis Not listed Percentage of assets
Matthew Doyle Trimingham Financial New Albany Not listed Percentage of assets, Hourly
Matthew Kolb Timpe & Timpe Financial Advisory Services Zionsville Not listed Percentage of assets, Hourly
Matthew Mohlman Monument Advisers Carmel Not listed Percentage of assets
Matthew Rust Kessler Investment Group Columbus Not listed Percentage of assets, Fixed fees
Matthew Smith Halter Ferguson Financial Carmel Not listed Percentage of assets, Hourly
Max Dickmeyer Dickmeyer Boyce Financial Management Fort Wayne Not listed Percentage of assets, Hourly
Megan Rynearson WWA Planning & Investments Columbus Not listed Percentage of assets, Hourly
Michael Endress Endress Capital Management Evansville Not listed Percentage of assets, Hourly
Michael Kiley NBT Capital Management Fishers Not listed Percentage of assets, Hourly
Michael Mathioudakis Genesis Advisors Fishers Not listed Percentage of assets, Hourly
Michael Niemczyk Capital Advisor Network Lafayette Not listed Percentage of assets, Hourly
Michael Shrift Monument Advisers Carmel Not listed Percentage of assets
Michael Simpson Compass Financial Advisors Fort Wayne Not listed Percentage of assets, Hourly
Nathan Melchi Deerfield Carmel Not listed Percentage of assets, Hourly
Nicholas Kelly Bedel Financial Consulting Indianapolis Not listed Percentage of assets, Fixed fees
Park Leacock Monument Advisers Carmel Not listed Percentage of assets
Patrick Roberts Market Street Wealth Management Advisors Indianapolis Not listed Percentage of assets, Hourly
Peter Bartel Vista Investment Partners Richmond Not listed Percentage of assets, Fixed fees
Peter Bjelopetrovich Mindset Wealth Management Indianapolis Not listed Percentage of assets
Peter Johnson Capital Advisor Network Lafayette Not listed Percentage of assets, Hourly
Philip Puetz Lifelong Investsments Lafayette Not listed Hourly, Fixed fees
Raymond Kramer Monon Wealth Management Indianapolis Not listed Percentage of assets
Richard Doyle Doyle Investment Management Bargersville Not listed Percentage of assets, Hourly
Richard Ridenour Circle City Wealth Management Carmel Not listed Fixed fees
Robert Hendershott Hendershott Wealth Management Fishers Not listed Percentage of assets, Hourly
Roger Summers Haley & Summers Wealth Management Fort Wayne Not listed Percentage of assets, Hourly
Ronald Rich Capstone Wealth Advisors Indianapolis Not listed Percentage of assets, Hourly
Ryan Collier Bedel Financial Consulting Indianapolis Not listed Percentage of assets, Fixed fees
Samuel McDaniel Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Sarah McCord Cardinal Capital Management Muncie Not listed Percentage of assets, Hourly
Scott Clampitt Scott Clampitt, Registered Investment Advisor New Castle Not listed Percentage of assets, Hourly
Scott Pederson Harmony Wealth Management Crown Point Not listed Percentage of assets, Hourly
Seth Hickle Mindset Wealth Management Indianapolis Not listed Percentage of assets
Shaun Knoch Blackwood Investment Group Indianapolis Not listed Percentage of assets, Hourly
Stacy Phillips Four Quadrant Wealth Advisors Carmel Not listed Percentage of assets, Fixed fees
Stephanie Ashley Elevated Financial Group Indianapolis Not listed Percentage of assets, Hourly

Firms headquartered in Indiana (147)

All 147 firms in Indiana