# Fee-only financial advisors in Fishers, Indiana

> Start with a fee-only advisor in Fishers whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Treavor Dodsworth of Sycomore Financial LLC, Zach Gentry of Gentry Financial and Tyler Smith of BBK Wealth Management, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/indiana/fishers/
35 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## Which fee-only financial advisor should I talk to in Fishers?

Start with a fee-only advisor in Fishers whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Treavor Dodsworth of Sycomore Financial LLC, Zach Gentry of Gentry Financial and Tyler Smith of BBK Wealth Management, chosen for their credentials and fees on file.

## How many fee-only advisors in Fishers are there?

The Wellspent public graph lists 35 fee-only advisors in Fishers, at 19 firms. We counted every advisor record that fits, as of November 2026.

## What do fee-only advisors in Fishers focus on?

The most common focus among fee-only advisors in Fishers is retirement planning (13), followed by tax planning (11) and estate planning (10). Advisors can list more than one.

## How do fee-only advisors in Fishers charge?

The most common fee among fee-only advisors in Fishers is a percentage of assets, used by 86% of the 35 with fees on file. Many use more than one: 71% charge by the hour and 63% charge fixed fees.

## 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 Fishers hold the CFP?

54% of the 35 fee-only advisors in Fishers 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 Fishers?

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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Tyler Smith](https://find.wellspent.co/advisors/tyler-smith.md) | BBK Wealth Management | Fishers, Indiana | CFP, M.Ed. | Percentage of assets, Hourly |
| [Alex Perkins](https://find.wellspent.co/advisors/alex-perkins.md) | Perkins Wealth Advantage, LLC. | Fishers, Indiana | CFP | Percentage of assets, Fixed fees |
| [Jennifer Rupp](https://find.wellspent.co/advisors/jennifer-rupp.md) | Hendershott Wealth Management | Fishers, Indiana | CFP, MBA | Ongoing planning fee |
| [Zach Gentry](https://find.wellspent.co/advisors/zach-gentry.md) | Gentry Financial | Fishers, Indiana | CFP, CKA, CPA | Percentage of assets, Fixed fees |
| [Brian Wright](https://find.wellspent.co/advisors/brian-wright.md) | Wright Planning, LLC | Fishers, Indiana | CFP | Hourly, Fixed fees |
| [Riki Cooke](https://find.wellspent.co/advisors/riki-cooke.md) | Abundo Wealth | Fishers, Indiana | CFP | Subscription |
| [Brendan Crews](https://find.wellspent.co/advisors/brendan-crews.md) | Daviman Financial | Fishers, Indiana | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Nicholas Catlin](https://find.wellspent.co/advisors/nicholas-catlin.md) | CBG & Company | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Sturgis](https://find.wellspent.co/advisors/jeffrey-sturgis.md) | Brightstone Advisors | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Scott Dunlap](https://find.wellspent.co/advisors/scott-dunlap.md) | Human Capital Wealth Management | Fishers, Indiana |   | Percentage of assets, Ongoing planning fee |
| [Daniel Garwood](https://find.wellspent.co/advisors/daniel-garwood.md) | CBG & Company | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Roy Bodinus](https://find.wellspent.co/advisors/roy-bodinus.md) | CBG & Company | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Treavor Dodsworth](https://find.wellspent.co/advisors/treavor-dodsworth.md) | Sycomore Financial LLC | Fishers, Indiana | CFP, CPA | Fixed fees |
| [Karo Kochounian](https://find.wellspent.co/advisors/karo-kochounian.md) | Elevate Capital | Fishers, Indiana |   | Percentage of assets, Performance-based fees |
| [Katherine Kochounian](https://find.wellspent.co/advisors/katherine-kochounian.md) | Elevate Capital | Fishers, Indiana |   | Percentage of assets, Performance-based fees |
| [Timothy Luker](https://find.wellspent.co/advisors/timothy-luker.md) | Brightstone Advisors | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [William Gorgol](https://find.wellspent.co/advisors/william-gorgol.md) | Brightstone Advisors | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Alyssa Hause](https://find.wellspent.co/advisors/alyssa-hause.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ashley Bradford](https://find.wellspent.co/advisors/ashley-bradford.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bradley Graber](https://find.wellspent.co/advisors/bradley-graber.md) | Genesis Advisors | Fishers, Indiana | CFP | Percentage of assets, Hourly |
| [Brandon Gregg](https://find.wellspent.co/advisors/brandon-gregg.md) | BBK Wealth | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Hilary Hendershott](https://find.wellspent.co/advisors/hilary-hendershott.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Hollina Wadsworth](https://find.wellspent.co/advisors/hollina-wadsworth.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Julian Strickland](https://find.wellspent.co/advisors/julian-strickland.md) | Genesis Advisors | Fishers, Indiana | CFP | Percentage of assets, Hourly |
| [Justin Castelli](https://find.wellspent.co/advisors/justin-castelli.md) | Santiago.life | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kristy Larm](https://find.wellspent.co/advisors/kristy-larm.md) | Hendershott Wealth Management | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Norwood](https://find.wellspent.co/advisors/christopher-norwood.md) | Norwood Economics | Fishers, Indiana | CFA | Percentage of assets, Hourly |
| [Adam Zoeller](https://find.wellspent.co/advisors/adam-zoeller.md) | Genesis Advisors | Fishers, Indiana |   | Percentage of assets, Hourly |
| [Jason Rasp](https://find.wellspent.co/advisors/jason-rasp.md) | Rasp Wealth Solutions | Fishers, Indiana |   | Percentage of assets, Fixed fees |
| [John Duncan](https://find.wellspent.co/advisors/john-duncan.md) | Norwood Economics | Fishers, Indiana |   | Percentage of assets, Hourly |
| [Joshua Walker](https://find.wellspent.co/advisors/joshua-walker.md) | Wright Planning | Fishers, Indiana |   | Hourly, Fixed fees |
| [Michael Kiley](https://find.wellspent.co/advisors/michael-kiley.md) | NBT Capital Management | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Michael Mathioudakis](https://find.wellspent.co/advisors/michael-mathioudakis.md) | Genesis Advisors | Fishers, Indiana |   | Percentage of assets, Hourly |
| [Robert Hendershott](https://find.wellspent.co/advisors/robert-hendershott.md) | Hendershott Wealth Management | Fishers, Indiana |   | Percentage of assets, Hourly, Fixed fees |
| [Wendee Maniago](https://find.wellspent.co/advisors/wendee-maniago.md) | Rasp Wealth Solutions | Fishers, Indiana |   | Percentage of assets, Fixed fees |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
