# Financial advisors for founders in Indiana > For founders in Indiana, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Dino Efthimiou of Delta Wealth Advisors, Seth Shepherd of Pillar Wealth and Joshua Zorger of Fortitude Private Wealth. Page: https://find.wellspent.co/specialties/founders-pre-exit/indiana/ 43 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 as a founder in Indiana? For founders in Indiana, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Dino Efthimiou of Delta Wealth Advisors, Seth Shepherd of Pillar Wealth and Joshua Zorger of Fortitude Private Wealth. - [Dino Efthimiou](https://find.wellspent.co/advisors/dino-efthimiou/), Delta Wealth Advisors, Indianapolis. Holds the CFP. Fees on file: percentage of assets. - [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd/), Pillar Wealth, Franklin. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Joshua Zorger](https://find.wellspent.co/advisors/joshua-zorger/), Fortitude Private Wealth, Carmel. Holds the CFP. Fees on file: percentage of assets, hourly. - [Logan Valentine](https://find.wellspent.co/advisors/logan-valentine/), Valentine Wealth Management, Seymour. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Steven Neeley](https://find.wellspent.co/advisors/steven-neeley/), Fortress Capital Advisors, Carmel. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [David Hobbs](https://find.wellspent.co/advisors/david-hobbs/), Hobbs Wealth Management, Zionsville. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. ## How many fee-only financial advisors in Indiana work with founders? The Wellspent public graph lists 43 fee-only advisors for founders in Indiana, at 19 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Indiana located? Of the 43 fee-only advisors for founders in Indiana, 8 are in Carmel, followed by 8 in Valparaiso and 6 in Indianapolis. ## How do fee-only advisors for founders in Indiana charge? The most common fee among fee-only advisors for founders in Indiana is a percentage of assets, used by 95% of the 43 with fees on file. Many use more than one: 56% charge fixed fees and 47% 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. ## What credentials should a financial advisor for founders have? For founders, look for the CFP and CFA. In Indiana, 44% of the 43 advisors listed hold the CFP. - CFP (44% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (7% of advisors listed): The CFA helps with investing a large sum at once. ## 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. ## What happens to stock pay if you move to or from Indiana? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Indiana can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Indiana? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | |---|---|---|---|---| | [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 | | [Steven Neeley](https://find.wellspent.co/advisors/steven-neeley.md) | Fortress Capital Advisors | Carmel, Indiana | CFP, MBA | Percentage of assets, One-time planning fee | | [Alex Perkins](https://find.wellspent.co/advisors/alex-perkins.md) | Perkins Wealth Advantage, LLC. | Fishers, Indiana | CFP | Percentage of assets, Fixed fees | | [Jacob Rich](https://find.wellspent.co/advisors/jacob-rich.md) | Capstone Wealth Advisors | Indianapolis, Indiana | CFP | Percentage of assets, One-time planning fee | | [Logan Valentine](https://find.wellspent.co/advisors/logan-valentine.md) | Valentine Wealth Management | Seymour, Indiana | CFP | Percentage of assets, Ongoing planning fee | | [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees | | [David Hobbs](https://find.wellspent.co/advisors/david-hobbs.md) | Hobbs Wealth Management | Zionsville, Indiana | CFP | Percentage of assets, 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 | | [Joshua Zorger](https://find.wellspent.co/advisors/joshua-zorger.md) | Fortitude Private Wealth | Carmel, Indiana | CFP | Percentage of assets, Hourly, Flat fee or retainer | | [Wesley Kotys](https://find.wellspent.co/advisors/wesley-kotys.md) | Kotys Wealth Professionals | Valparaiso, Indiana | CFP | Percentage of assets, Hourly | | [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 | | [Dino Efthimiou](https://find.wellspent.co/advisors/dino-efthimiou.md) | Delta Wealth Advisors | Indianapolis, Indiana | CFP | Percentage of assets | | [Nathan Stone](https://find.wellspent.co/advisors/nathan-stone.md) | Delta Wealth Advisors | Indianapolis, Indiana | CFP | Percentage of assets | | [Thomas Kopelman](https://find.wellspent.co/advisors/thomas-kopelman.md) | AllStreet Wealth | Carmel, Indiana | | Flat fee or retainer, One-time planning fee | | [Scott Dunlap](https://find.wellspent.co/advisors/scott-dunlap.md) | Human Capital Wealth Management | Fishers, Indiana | | Percentage of assets, Ongoing planning fee | | [James Macdonald](https://find.wellspent.co/advisors/james-macdonald.md) | Aurora Financial Strategies | Lafayette, Indiana | CFP | Percentage of assets, Fixed fees | | [Nicholas Finnigan](https://find.wellspent.co/advisors/nicholas-finnigan.md) | Delta Wealth Advisors | Indianapolis, Indiana | CFA | Percentage of assets | | [William Cardwell](https://find.wellspent.co/advisors/william-cardwell.md) | Aurora Financial Strategies | Kokomo, Indiana | CFP | Percentage of assets, Fixed fees | | [William Gettings](https://find.wellspent.co/advisors/william-gettings.md) | Aurora Financial Strategies | Lafayette, Indiana | CFP, ChFC | Percentage of assets, Fixed fees | | [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 | | [Kerry Pennington](https://find.wellspent.co/advisors/kerry-pennington.md) | The Financial Resource Center | Carmel, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Ryan Kotys](https://find.wellspent.co/advisors/ryan-kotys.md) | Kotys Wealth Professionals | Valparaiso, Indiana | | Percentage of assets, Hourly | | [Austin Crites](https://find.wellspent.co/advisors/austin-crites.md) | Aurora Financial Strategies | Indianapolis, Indiana | CFA | Percentage of assets, Fixed fees | | [Gregory Forsythe](https://find.wellspent.co/advisors/gregory-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | CFA | Percentage of assets, Hourly | | [Reed Hubbert](https://find.wellspent.co/advisors/reed-hubbert.md) | Aurora Financial Strategies | Kokomo, Indiana | ChFC | Percentage of assets, 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 | | [Brian Iles](https://find.wellspent.co/advisors/brian-iles.md) | Aurora Financial Strategies | Kokomo, Indiana | | Percentage of assets, Fixed fees | | [Chad Gifford](https://find.wellspent.co/advisors/chad-gifford.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Jackson Collins](https://find.wellspent.co/advisors/jackson-collins.md) | Aurora Financial Strategies | Kokomo, Indiana | | Percentage of assets, Fixed fees | | [Pierce Roe](https://find.wellspent.co/advisors/pierce-roe.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Rishabh Goyal](https://find.wellspent.co/advisors/rishabh-goyal.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Ryan Forsythe](https://find.wellspent.co/advisors/ryan-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | | Percentage of assets, Hourly | | [Scott Busch](https://find.wellspent.co/advisors/scott-busch.md) | Aurora Financial Strategies | Lafayette, Indiana | | Percentage of assets, Fixed fees | ## 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) - [Estate planning in Indiana](https://find.wellspent.co/specialties/estate-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) - [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).