# Financial advisors for estate planning in Indiana > For estate planning in Indiana, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Zach Gentry of Gentry Financial, Tyler Smith of BBK Wealth Management and David Dodd of The Other 90 Financial, LLC. Page: https://find.wellspent.co/specialties/estate-planning/indiana/ 72 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Indiana? For estate planning in Indiana, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Zach Gentry of Gentry Financial, Tyler Smith of BBK Wealth Management and David Dodd of The Other 90 Financial, LLC. - [Zach Gentry](https://find.wellspent.co/advisors/zach-gentry/), Gentry Financial, Fishers. Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees. - [Tyler Smith](https://find.wellspent.co/advisors/tyler-smith/), BBK Wealth Management, Fishers. Holds the CFP. Fees on file: percentage of assets, hourly. - [David Dodd](https://find.wellspent.co/advisors/david-dodd/), The Other 90 Financial, LLC, Mount Vernon. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Lance Ludwig](https://find.wellspent.co/advisors/lance-ludwig/), Kingdom Financial, South Bend. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Jennifer Rupp](https://find.wellspent.co/advisors/jennifer-rupp/), Hendershott Wealth Management, Fishers. Holds the CFP. Fees on file: ongoing planning fee. - [David Webb](https://find.wellspent.co/advisors/david-webb/), Curry Webb Wealth Management, Indianapolis. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Indiana work on estate planning? The Wellspent public graph lists 72 fee-only advisors for estate planning in Indiana, at 34 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Indiana located? Of the 72 fee-only advisors for estate planning in Indiana, 13 are in Indianapolis, followed by 10 in Fishers and 9 in Carmel. ## How do fee-only advisors for estate planning in Indiana charge? The most common fee among fee-only advisors for estate planning in Indiana is a percentage of assets, used by 85% of the 72 with fees on file. Many use more than one: 64% charge by the hour and 47% 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP and CPA. In Indiana, 47% of the 72 advisors listed hold the CFP. - CFP (47% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (1% of advisors listed): CPAs help with estate and gift tax filings. ## How do Indiana advisors for estate planning compare with the rest of the US? 64% of fee-only advisors for estate planning in Indiana charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Indiana have an estate or inheritance tax? No. Indiana has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in Indiana? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning in Indiana? 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 | |---|---|---|---|---| | [Michael Reynolds](https://find.wellspent.co/advisors/michael-reynolds.md) | Elevation Financial | Westfield, Indiana | AIF, CFP, CFT-I, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee | | [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer | | [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 | | [David Dodd](https://find.wellspent.co/advisors/david-dodd.md) | The Other 90 Financial, LLC | Mount Vernon, Indiana | CFP | Flat fee or retainer, Ongoing planning fee | | [Lance Ludwig](https://find.wellspent.co/advisors/lance-ludwig.md) | Kingdom Financial | South Bend, Indiana | CFP, CKA | Percentage of assets, Ongoing planning fee | | [Ryan Veldhuizen](https://find.wellspent.co/advisors/ryan-veldhuizen.md) | Catalyze Wealth Management | Carmel, Indiana | CFP, MSFP | Percentage of assets | | [Steven Gilbert](https://find.wellspent.co/advisors/steven-gilbert.md) | Gilbert Wealth | Fort Wayne, Indiana | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee | | [Tim Woodward](https://find.wellspent.co/advisors/tim-woodward.md) | Blend Wealth | Indianapolis, Indiana | CFP, MBA | Ongoing planning fee | | [Drew Feutz](https://find.wellspent.co/advisors/drew-feutz.md) | Migration Wealth Management, LLC | Avon, Indiana | CFP | Ongoing planning fee | | [Kathleen Tranovich](https://find.wellspent.co/advisors/kathleen-tranovich.md) | Elser Financial Planning | Indianapolis, Indiana | CFP, CPWA, RMA, ABFP, APMA, CDFA, ChFC | Percentage of assets, One-time planning fee | | [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 | | [Ryan Fisher](https://find.wellspent.co/advisors/ryan-fisher.md) | DentVest Wealth Management | Fort Wayne, Indiana | CFP | Ongoing planning fee | | [David Hobbs](https://find.wellspent.co/advisors/david-hobbs.md) | Hobbs Wealth Management | Zionsville, Indiana | CFP | Percentage of assets, One-time planning fee, Hourly | | [David Webb](https://find.wellspent.co/advisors/david-webb.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets | | [Robert Curry](https://find.wellspent.co/advisors/robert-curry-5075772.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets | | [Ahmad Saltagi](https://find.wellspent.co/advisors/ahmad-saltagi.md) | Zaki Financial | Indianapolis, Indiana | CFP | One-time planning fee, Hourly | | [Carol Lane](https://find.wellspent.co/advisors/carol-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Evan Lane](https://find.wellspent.co/advisors/evan-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Jerry King](https://find.wellspent.co/advisors/jerry-king.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [John Lauer](https://find.wellspent.co/advisors/john-lauer-1467522.md) | Lauer Wealth Management | Valparaiso, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Wesley Kotys](https://find.wellspent.co/advisors/wesley-kotys.md) | Kotys Wealth Professionals | Valparaiso, Indiana | CFP | Percentage of assets, Hourly | | [Emily Turner](https://find.wellspent.co/advisors/emily-turner.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [James Pechin](https://find.wellspent.co/advisors/james-pechin.md) | McLaughlin Asset Management | Lafayette, Indiana | CFP | Percentage of assets, Fixed fees | | [Joshua Salway](https://find.wellspent.co/advisors/joshua-salway.md) | Full of Grace Financial | Roanoke, Indiana | ChFC | Percentage of assets, Ongoing planning fee | | [Mark Hildebrand](https://find.wellspent.co/advisors/mark-hildebrand.md) | Nearside Advisors | Indianapolis, Indiana | CFP | Percentage of assets | | [Mark Olsen](https://find.wellspent.co/advisors/mark-olsen.md) | TSN Wealth & Tax Management | Zionsville, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Snyder](https://find.wellspent.co/advisors/matthew-snyder-6921022.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Catlin](https://find.wellspent.co/advisors/nicholas-catlin.md) | CBG & Company | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Kopelman](https://find.wellspent.co/advisors/thomas-kopelman.md) | AllStreet Wealth | Carmel, Indiana | | Flat fee or retainer, One-time planning fee | | [Timothy Dukeman](https://find.wellspent.co/advisors/timothy-dukeman.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Lubs](https://find.wellspent.co/advisors/daniel-lubs.md) | Integrated Investment Strategies | Carmel, Indiana | CFP | Percentage of assets, Hourly | | [Jeffrey Sturgis](https://find.wellspent.co/advisors/jeffrey-sturgis.md) | Brightstone Advisors | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Brady Johnson](https://find.wellspent.co/advisors/brady-johnson.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [David Stitt](https://find.wellspent.co/advisors/david-stitt.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [David Tracey](https://find.wellspent.co/advisors/david-tracey.md) | Pathway Financial Advisers | Auburn, Indiana | CFP | Percentage of assets, Hourly | | [Luke McQuade](https://find.wellspent.co/advisors/luke-mcquade.md) | Full of Grace Financial | Roanoke, Indiana | | Percentage of assets, Ongoing planning fee | | [Ty Williams](https://find.wellspent.co/advisors/ty-williams.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [Aaron Coates](https://find.wellspent.co/advisors/aaron-coates.md) | Relevant Financial Advisors | Elkhart, Indiana | CFP | Fixed fees | | [Ali Saltagi](https://find.wellspent.co/advisors/ali-saltagi.md) | Zaki Financial | Indianapolis, Indiana | | One-time planning fee, Hourly | | [Blake Eiermann](https://find.wellspent.co/advisors/blake-eiermann.md) | The Financial Resource Center | Carmel, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Cole Deardorff](https://find.wellspent.co/advisors/cole-deardorff.md) | Lauer Wealth Management | Valparaiso, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Drew Vesling](https://find.wellspent.co/advisors/drew-vesling.md) | Kotys Wealth Professionals | Valparaiso, Indiana | | Percentage of assets, Hourly | | [Dustin Hunter](https://find.wellspent.co/advisors/dustin-hunter.md) | SunRift Capital Partners | Plainfield, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Gene Hamstra](https://find.wellspent.co/advisors/gene-hamstra.md) | Lauer Wealth Management | Valparaiso, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Grant Hamstra](https://find.wellspent.co/advisors/grant-hamstra.md) | Lauer Wealth Management | Valparaiso, Indiana | | Percentage of assets, Hourly, Fixed fees | | [John Lauer](https://find.wellspent.co/advisors/john-lauer.md) | Lauer Wealth Management | Valparaiso, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Kathryn Lester](https://find.wellspent.co/advisors/kathryn-lester.md) | Vandalia Wealth | Indianapolis, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Kerry Pennington](https://find.wellspent.co/advisors/kerry-pennington.md) | The Financial Resource Center | Carmel, Indiana | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 72. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/indiana/?page=2 ## Related - [Retirement planning in Indiana](https://find.wellspent.co/specialties/retirement-planning/indiana.md) - [Tax planning in Indiana](https://find.wellspent.co/specialties/tax-planning/indiana.md) - [Small business owners in Indiana](https://find.wellspent.co/specialties/small-business-owners/indiana.md) - [Retirees in Indiana](https://find.wellspent.co/audiences/retirees/indiana.md) - [Founders in Indiana](https://find.wellspent.co/specialties/founders-pre-exit/indiana.md) - [Pre-retirees in Indiana](https://find.wellspent.co/audiences/pre-retirees/indiana.md) ## 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).