Fee-only financial advisors in Fort Wayne, Indiana
Which fee-only financial advisor should I talk to in Fort Wayne?
Start with a fee-only advisor in Fort Wayne whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brady McArdle of Galecki Financial Management, Inc., John Meyer of Monarch Capital Management and Dennis Houlihan of Houlihan Asset 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.
- Brady McArdle Galecki Financial Management, Inc. Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- John Meyer Monarch Capital Management Holds the CFA. Fees on file: percentage of assets.
- Dennis Houlihan Houlihan Asset Management Holds the CFP. Fees on file: hourly.
- Ryan Fisher DentVest Wealth Management Holds the CFP. Fees on file: ongoing planning fee.
- Steven Gilbert Gilbert Wealth Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Martin Bassett Bassett Financial Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 34
- Firms
- 16
- Hold the CFP
- 47%
- Other credentials: CFA 9% · CPA 3%
- How they charge (of 34 with fees on file): percentage of assets 91% · hourly 68% · fixed fees 65% · 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 Fort Wayne by what you need
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Questions about fee-only advisors in Fort Wayne
How many fee-only advisors in Fort Wayne are there?
The Wellspent public graph lists 34 fee-only advisors in Fort Wayne, at 16 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Fort Wayne focus on?
The most common focus among fee-only advisors in Fort Wayne is retirement planning (5), followed by tax planning (4) and retirees (3). Advisors can list more than one.
How do fee-only advisors in Fort Wayne charge?
The most common fee among fee-only advisors in Fort Wayne is a percentage of assets, used by 91% of the 34 with fees on file. Many use more than one: 68% charge by the hour and 65% 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 Fort Wayne hold the CFP?
47% of the 34 fee-only advisors in Fort Wayne 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 Fort Wayne?
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 34 advisors in Fort Wayne
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Steven Gilbert | Gilbert Wealth | Fort Wayne | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| Brady McArdle | Galecki Financial Management, Inc. | Fort Wayne | CFP, BS, BA, MBA | Percentage of assets, One-time planning fee |
| Ryan Fisher | DentVest Wealth Management | Fort Wayne | CFP | Ongoing planning fee |
| Ryan Kay Kay | Arena Wealth Management | Fort Wayne | CFP | Percentage of assets, Fixed fees |
| Dennis Houlihan | Houlihan Asset Management | Fort Wayne | CFP | Hourly |
| Robert Krafft | Luminary Wealth | Fort Wayne | CFA | Percentage of assets, Hourly |
| George Donner | Monarch Capital Management | Fort Wayne | CFA | Percentage of assets |
| John Meyer | Monarch Capital Management | Fort Wayne | CFA | Percentage of assets |
| Robert Rachlow | Luminary Wealth | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Noel Knox | Solve Consulting Group | Fort Wayne | Not listed | Percentage of assets |
| Adam Beard | Monarch Capital Management | Fort Wayne | Not listed | Percentage of assets |
| David Meyer | Monarch Capital Management | Fort Wayne | Not listed | Percentage of assets |
| John Hill | Advisory Advocates | Fort Wayne | Not listed | Percentage of assets, Fixed fees |
| Ryan Mabry | Mabry Wealth Management | Fort Wayne | Not listed | Percentage of assets, Fixed fees |
| Alex Budzon | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Austin Thoms | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Christopher Slyby | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Daniel McKeeman | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Ian Boyce | Dickmeyer Boyce Financial Management | Fort Wayne | CFP | Percentage of assets, Hourly |
| Jordan Wise | Wise Wealth Management | Fort Wayne | CFP | Percentage of assets, Hourly |
| Joseph Dewald | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Mark Vanderhagen | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Martin Bassett | Bassett Financial Advisors | Fort Wayne | CFP | Percentage of assets, Hourly |
| Patrick O'Connell | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Tyler Smith | Wealth Advisors Group | Fort Wayne | CFP | Percentage of assets, Hourly |
| Alan Rohrer | Wealth Advisors Group | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Andrew Lanphear | Dickmeyer Boyce Financial Management | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Christopher Swanson | Compass Financial Advisors | Fort Wayne | Not listed | Percentage of assets, Hourly |
| David Dickmeyer | Dickmeyer Boyce Financial Management | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Jeffrey Haley | Haley & Summers Wealth Management | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Laura Morton | Wealth Advisors Group | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Max Dickmeyer | Dickmeyer Boyce Financial Management | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Michael Simpson | Compass Financial Advisors | Fort Wayne | Not listed | Percentage of assets, Hourly |
| Roger Summers | Haley & Summers Wealth Management | Fort Wayne | Not listed | Percentage of assets, Hourly |
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