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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
Stephen Zimmerman Fuhrmann Capital Indianapolis Not listed Percentage of assets
Terence Weiss Wallington Asset Management Indianapolis Not listed Percentage of assets, Hourly
Teresa Barthuly Capstone Wealth Advisors Indianpolis Not listed Percentage of assets, Hourly
Timothy Hays Elevated Financial Group Indianapolis Not listed Percentage of assets, Hourly
Tod Utter I4 Advisors Indianapolis Not listed Percentage of assets, Hourly
Treyton DeVore Allstreet Wealth Westfield Not listed Percentage of assets, Hourly
Tyler Winkleman Catalyze Wealth Management Carmel Not listed Percentage of assets, Fixed fees
Victoria Kugler AMI Investment Management Kendallville Not listed Percentage of assets, Hourly
Wendee Maniago Rasp Wealth Solutions Fishers Not listed Percentage of assets, Fixed fees
William Chrisman Four Quadrant Wealth Advisors Carmel Not listed Percentage of assets, Fixed fees
Wyatt McCullough Pillar Wealth Franklin Not listed Percentage of assets, Fixed fees

Firms headquartered in Indiana (147)

All 147 firms in Indiana