Fee-only financial advisors in Fishers, Indiana
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Treavor Dodsworth Sycomore Financial LLC Holds the CFP and CPA. Fees on file: fixed fees.
- Zach Gentry Gentry Financial Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Tyler Smith BBK Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Riki Cooke Abundo Wealth Holds the CFP. Fees on file: subscription.
- Jennifer Rupp Hendershott Wealth Management Holds the CFP. Fees on file: ongoing planning fee.
- Brendan Crews Daviman Financial Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 35
- Firms
- 19
- Hold the CFP
- 54%
- Other credentials: CFA 3% · CPA 6%
- How they charge (of 35 with fees on file): percentage of assets 86% · hourly 71% · fixed fees 63% · ongoing planning fee 6%
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 Fishers by what you need
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Questions about fee-only advisors in Fishers
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.
All 35 advisors in Fishers
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tyler Smith | BBK Wealth Management | Fishers | CFP, M.Ed. | Percentage of assets, Hourly |
| Alex Perkins | Perkins Wealth Advantage, LLC. | Fishers | CFP | Percentage of assets, Fixed fees |
| Jennifer Rupp | Hendershott Wealth Management | Fishers | CFP, MBA | Ongoing planning fee |
| Zach Gentry | Gentry Financial | Fishers | CFP, CKA, CPA | Percentage of assets, Fixed fees |
| Brian Wright | Wright Planning, LLC | Fishers | CFP | Hourly, Fixed fees |
| Riki Cooke Low-cost, conflict-free planning for millennials and travel lovers who want their money to support what matters to them. | Abundo Wealth | Fishers | CFP | Subscription |
| Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. | Daviman Financial | Fishers | CFP | Percentage of assets, Flat fee or retainer |
| Nicholas Catlin | CBG & Company | Fishers | CFP | Percentage of assets, Hourly |
| Jeffrey Sturgis | Brightstone Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Garwood | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Roy Bodinus | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Treavor Dodsworth | Sycomore Financial LLC | Fishers | CFP, CPA | Fixed fees |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Timothy Luker | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| William Gorgol | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| Alyssa Hause | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Ashley Bradford | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Bradley Graber | Genesis Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Brandon Gregg | BBK Wealth | Fishers | CFP | Percentage of assets, Hourly |
| Hilary Hendershott | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Hollina Wadsworth | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Julian Strickland | Genesis Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Justin Castelli | Santiago.life | Fishers | CFP | Percentage of assets, Hourly |
| Kristy Larm | Hendershott Wealth Management | Fishers | CFP | Percentage of assets, Hourly |
| Christopher Norwood | Norwood Economics | Fishers | CFA | Percentage of assets, Hourly |
| Adam Zoeller | Genesis Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| Jason Rasp | Rasp Wealth Solutions | Fishers | Not listed | Percentage of assets, Fixed fees |
| John Duncan | Norwood Economics | Fishers | Not listed | Percentage of assets, Hourly |
| Joshua Walker | Wright Planning | Fishers | Not listed | Hourly, Fixed fees |
| Michael Kiley | NBT Capital Management | Fishers | Not listed | Percentage of assets, Hourly |
| Michael Mathioudakis | Genesis Advisors | Fishers | Not listed | Percentage of assets, Hourly |
| Robert Hendershott | Hendershott Wealth Management | Fishers | Not listed | Percentage of assets, Hourly |
| Wendee Maniago | Rasp Wealth Solutions | Fishers | Not listed | Percentage of assets, Fixed fees |
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