Fee-only advisors in Indiana
Fee-only advisors in Indianapolis, Carmel and Fishers, plus 49 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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)
-
AFP Group
Plainfield, Indiana
-
Allstreet Wealth
Westfield, Indiana
-
American Capital Management
New Albany, Indiana
-
AMI Investment Management
Kendallville, Indiana
-
Anweiler Financial Management
New Haven, Indiana
-
Arena Wealth Advisors
Jeffersonville, Indiana
-
Arena Wealth Management
Fort Wayne, Indiana
-
Aurora Financial Strategies
Lafayette, Indiana
-
Aydt Investment Management
Evansville, Indiana
-
Bassett Financial Advisors
Fort Wayne, Indiana
-
BBK Wealth Management
Fishers, Indiana
-
Bedel Financial Consulting, Inc.
Indianapolis, Indiana
-
Best Case Financial LLC
Fillmore, Indiana
-
Bischoff Wealth Management Group
Greenwood, Indiana
-
Blackwood Investment Group
Indianapolis, Indiana
-
Blend Wealth
Indianapolis, Indiana
-
Breidenbach Capital Consulting
Charlestown, Indiana
-
Bridge Financial Planning
Valapariso, Indiana
-
Brightstone Advisors
Fishers, Indiana
-
Caird Family Wealth Management
Greenfield, Indiana
-
Capital Advisor Network
Lafayette, Indiana
-
Capstone Wealth Advisors
Indianapolis, Indiana
-
Cardinal Capital Management
Muncie, Indiana
-
Catalyze Wealth Management
Carmel, Indiana
-
CBG & Company
Fishers, Indiana
-
CFG Wealth Management Services
Indianapolis, Indiana
-
Circle City Wealth Management
Carmel, Indiana
-
Clarity Financial Organization
Boonville, Indiana
-
Compass Financial Advisors
Fort Wayne, Indiana
-
Creative Financial Planning Advisors
South Bend, Indiana
-
Curry Webb Wealth Management
Indianapolis, Indiana
-
DEL Principe O'brien Financial Advisors
Indianapolis, Indiana
-
Delta Wealth Advisors
Indianapolis, Indiana
-
DentVest Wealth Management
Fort Wayne, Indiana
-
Doyle Investment Management
Bargersville, Indiana
-
Dunes Financial LLC
Valparaiso, Indiana
-
Dynamic Legacy Planning
Greenfield, Indiana
-
Elevated Financial Group
Indianapolis, Indiana
-
Elevation Financial
Westfield, Indiana
-
Elser Financial Planning
Indianapolis, Indiana
-
EN+ Wealth
Munster, Indiana
-
Encircle Financial Strategies
Columbus, Indiana
-
Endress Capital Management
Evansville, Indiana
-
Forsythe Wealth Management
Crown Point, Indiana
-
Fortitude Private Wealth
Carmel, Indiana
-
Fortress Capital Advisors
Carmel, Indiana
-
Four Quadrant Wealth Advisors
Carmel, Indiana
-
Fuhrmann Capital
Indianapolis, Indiana
-
Full of Grace Financial
Roanoke, Indiana
-
Galecki Financial Management, Inc.
Fort Wayne, Indiana
-
Genesis Advisors
Fishers, Indiana
-
Gentry Financial
Fishers, Indiana
-
Gentry Financial, LLC
Fishers, Indiana
-
Genuine Wealth Advisors
Indianapolis, Indiana
-
Gilbert Wealth
Fort Wayne, Indiana
-
Haley & Summers Wealth Management
Fort Wayne, Indiana
-
Halter Ferguson Financial
Carmel, Indiana
-
Harmony Wealth Management
Crown Point, Indiana
-
Hendershott Wealth Management
Fishers, Indiana
-
Highsmith Financial Planning, LLC
Brownsburg, Indiana