Fee-only financial advisors in Indianapolis, Indiana
Which fee-only financial advisor should I talk to in Indianapolis?
Start with a fee-only advisor in Indianapolis whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Samuel Oliphant of Wallington Asset Management, Nicholas Finnigan of Delta Wealth Advisors and Sam Wagner of WealthGuides 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.
- Samuel Oliphant Wallington Asset Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Nicholas Finnigan Delta Wealth Advisors Holds the CFA. Fees on file: percentage of assets.
- Sam Wagner WealthGuides LLC Holds the CFP. Fees on file: percentage of assets, hourly.
- Robert Curry Curry Webb Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Kyle McCune Reify Wealth Advisors Holds the CFP. Fees on file: hourly, one-time planning fee.
- Brent Perry Piedmont Financial Advisors, LLC Holds the CFP. Fees on file: one-time planning fee.
By the numbers
- Advisors listed
- 136
- Firms
- 42
- Cities
- 2
- Hold the CFP
- 51%
- Other credentials: CFA 7% · ChFC 2%
- How they charge (of 136 with fees on file): percentage of assets 93% · fixed fees 66% · hourly 51% · one-time planning fee 7%
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 Indianapolis by what you need
Find an advisor in Indiana by fee, assets, or credential
Questions about fee-only advisors in Indianapolis
How many fee-only advisors in Indianapolis are there?
The Wellspent public graph lists 136 fee-only advisors in Indianapolis, at 42 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Indianapolis focus on?
The most common focus among fee-only advisors in Indianapolis is tax planning (19), followed by retirement planning (16) and retirees (15). Advisors can list more than one.
How do fee-only advisors in Indianapolis charge?
The most common fee among fee-only advisors in Indianapolis is a percentage of assets, used by 93% of the 136 with fees on file. Many use more than one: 66% charge fixed fees and 51% 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 Indianapolis hold the CFP?
51% of the 136 fee-only advisors in Indianapolis 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 Indianapolis?
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 136 advisors in Indianapolis
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jacob Rich | Capstone Wealth Advisors | Indianapolis | CFP | Percentage of assets, One-time planning fee |
| Sam Wagner | WealthGuides LLC | Indianapolis | CFP | Percentage of assets, Hourly |
| Tim Woodward | Blend Wealth | Indianapolis | CFP, MBA | Ongoing planning fee |
| Kathleen Tranovich | Elser Financial Planning | Indianapolis | CFP, CPWA, RMA, ABFP | Percentage of assets, One-time planning fee |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| Brent Perry | Piedmont Financial Advisors, LLC | Indianapolis | CFP | One-time planning fee |
| Katie Fischer | Market Street Wealth Management Advisors, LLC | Indianapolis | CFP | Percentage of assets |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Ahmad Saltagi | Zaki Financial | Indianapolis | CFP | One-time planning fee, Hourly |
| Dino Efthimiou | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | Percentage of assets |
| Nathan Stone | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| Adam Vaal | Vaal Financial | Indianapolis | ChFC | Percentage of assets, Ongoing planning fee |
| Brady Johnson | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Julianne Erhart-Graves | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Kyle McCune | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Margaret Gooley | Reify Wealth Advisors | Indianapolis | CFP | Hourly, One-time planning fee |
| Nicholas Finnigan | Delta Wealth Advisors | Indianapolis | CFA | Percentage of assets |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Ali Saltagi | Zaki Financial | Indianapolis | Not listed | One-time planning fee, Hourly |
| Kathryn Lester | Vandalia Wealth | Indianapolis | Not listed | Percentage of assets, Hourly |
| Madeline Speckman | Meridian Investment Advisors | Indianapolis | CFP | Percentage of assets, Hourly |
| Michael Werner | Meridian Investment Advisors | Indianapolis | CFP | Percentage of assets, Hourly |
| Aaron Pettersen | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Austin Crites | Aurora Financial Strategies | Indianapolis | CFA | Percentage of assets, Fixed fees |
| Gordon Nesbit | Hurlow Wealth Management Group | Indianapolis | CFP, CIMA, CPFA, CRPS | Percentage of assets, Hourly |
| Holly Wharton | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Julie Dant | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Mark Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Matthew Yeiter | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Rachel Leman | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Sarah Austin | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Thomas Gross | NorthWest Financial Services | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Shane Fagan | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Tabitha Williams | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Bradley Bolin | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Christopher Evans | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Keith Allen | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Michael Burley | Meridian Investment Advisors | Indianapolis | Not listed | Percentage of assets, Hourly |
| Timothee Hammond | Hoosier Financial Planning | Indianapolis | Not listed | Percentage of assets, Hourly |
| Brady Webster | NorthWest Financial Services | Indianapolis | Not listed | Percentage of assets, Fixed fees |
| Dexter White | NorthWest Financial Services | Indianapolis | Not listed | Percentage of assets, Fixed fees |
| Molly O'Shea | NorthWest Financial Services | Indianapolis | Not listed | Percentage of assets, Fixed fees |
| Aaron Williams | Market Street Wealth Management Advisors | Indianapolis | CFP | Percentage of assets, Hourly |
| Abigayle Presley | Bedel Financial Consulting | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Aidan Finet | Deerfield | Indianapolis | CFP | Percentage of assets, Hourly |
| Alexis Woodward | Blend Wealth | Indianapolis | CFP | Percentage of assets, Fixed fees |
| Allison Gruesbeck | Elser Financial Planning | Indianapolis | CFP, ChFC | Percentage of assets, Hourly |
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