Fee-only financial advisors in Carmel, Indiana
Which fee-only financial advisor should I talk to in Carmel?
Start with a fee-only advisor in Carmel whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Kelli Ellison of Panoramic Financial Planning, Joshua Zorger of Fortitude Private Wealth and Phil Funk of Servant Capital Advisors, LLC, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Kelli Ellison Panoramic Financial Planning Holds the CFP and EA. Fees on file: percentage of assets, fixed fees.
- Joshua Zorger Fortitude Private Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Phil Funk Servant Capital Advisors, LLC Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Ryan Veldhuizen Catalyze Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Steven Neeley Fortress Capital Advisors Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Adam Cmejla Integrated Planning & Wealth Management, LLC Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 42
- Firms
- 20
- Hold the CFP
- 36%
- Other credentials: CFA 2% · EA 2% · ChFC 2%
- How they charge (of 42 with fees on file): percentage of assets 93% · fixed fees 67% · hourly 48% · performance-based fees 19%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Carmel by what you need
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Questions about fee-only advisors in Carmel
How many fee-only advisors in Carmel are there?
The Wellspent public graph lists 42 fee-only advisors in Carmel, at 20 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Carmel focus on?
The most common focus among fee-only advisors in Carmel is retirement planning (13), followed by tax planning (11) and small business owners (11). Advisors can list more than one.
How do fee-only advisors in Carmel charge?
The most common fee among fee-only advisors in Carmel is a percentage of assets, used by 93% of the 42 with fees on file. Many use more than one: 67% charge fixed fees and 48% charge by the hour.
How much do fee-only financial advisors charge in Indiana?
Fee-only financial advisors in Indiana charge a median of $3,500 a year for ongoing planning. We found this across the published prices of 14 Indiana firms.
How many fee-only advisors in Carmel hold the CFP?
36% of the 42 fee-only advisors in Carmel hold the CFP certification, based on the credentials listed on each record.
Does Indiana tax income on top of federal tax?
Yes. Indiana has a state income tax, so a financial plan for a Indiana resident should project it alongside federal tax.
Is there a local income tax in Indiana?
Yes. In Indiana, every county adds a local income tax.
How current is this list of fee-only advisors in Carmel?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 42 advisors in Carmel
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Steven Neeley | Fortress Capital Advisors | Carmel | CFP, MBA | Percentage of assets, One-time planning fee |
| Ryan Veldhuizen | Catalyze Wealth Management | Carmel | CFP, MSFP | Percentage of assets |
| Adam Cmejla | Integrated Planning & Wealth Management, LLC | Carmel | CFP | Percentage of assets, Fixed fees |
| Phil Funk | Servant Capital Advisors, LLC | Carmel | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Kelli Ellison | Panoramic Financial Planning | Carmel | CFP, EA, Master of Science Accounting, MBA | Percentage of assets, Fixed fees |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Joshua Zorger | Fortitude Private Wealth | Carmel | CFP | Percentage of assets, Hourly |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Daniel Lubs | Integrated Investment Strategies | Carmel | CFP | Percentage of assets, Hourly |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Kevin Lewis | Lewis Wealth Management | Carmel | Not listed | Percentage of assets |
| Derek Robertson | Integrated Investment Strategies | Carmel | Not listed | Percentage of assets, Hourly |
| Kregg Kiel | Kiel Investment Company | Carmel | Not listed | Percentage of assets, Hourly |
| Brian Hamel | Retiremitten Financial | Carmel | CFP | Percentage of assets, Fixed fees |
| Douglas Rotman | True Wealth Stewards | Carmel | CFP | Percentage of assets, Hourly |
| Joel Koon | Four Quadrant Wealth Advisors | Carmel | CFP | Percentage of assets, Fixed fees |
| Matthew Bates | Four Quadrant Wealth Advisors | Carmel | CFP | Percentage of assets, Fixed fees |
| Tiffany White | Halter Ferguson Financial | Carmel | CFP | Percentage of assets, Hourly |
| Bradford Ferguson | Halter Ferguson Financial | Carmel | CFA | Percentage of assets, Hourly |
| Lisa Angelo | Halter Ferguson Financial | Carmel | ChFC | Percentage of assets, Hourly |
| Benjamin Weber | Halter Ferguson Financial | Carmel | Not listed | Percentage of assets, Hourly |
| 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 |
| Clinton Bucher | Monon Wealth Management | Carmel | Not listed | Percentage of assets |
| Henry Dierkes | Halter Ferguson Financial | Carmel | Not listed | Percentage of assets, Hourly |
| Henry Wright | Obsidiant Partners | Carmel | Not listed | Percentage of assets, Hourly |
| Isaac Yops | Halter Ferguson Financial | Carmel | 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 |
| Kal Owen | Four Quadrant Wealth Advisors | Carmel | Not listed | Percentage of assets, Fixed fees |
| Matthew Mohlman | Monument Advisers | Carmel | Not listed | Percentage of assets |
| Matthew Smith | Halter Ferguson Financial | Carmel | Not listed | Percentage of assets, Hourly |
| Michael Shrift | Monument Advisers | Carmel | Not listed | Percentage of assets |
| Nathan Melchi | Deerfield | Carmel | Not listed | Percentage of assets, Hourly |
| Park Leacock | Monument Advisers | Carmel | Not listed | Percentage of assets |
| Richard Ridenour | Circle City Wealth Management | Carmel | Not listed | Fixed fees |
| Stacy Phillips | Four Quadrant Wealth Advisors | Carmel | Not listed | Percentage of assets, Fixed fees |
| Tyler Winkleman | Catalyze Wealth Management | Carmel | Not listed | Percentage of assets, Fixed fees |
| William Chrisman | Four Quadrant Wealth Advisors | Carmel | Not listed | Percentage of assets, Fixed fees |
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