Financial advisors for founders in Indiana

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.

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.

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How do you account for local income tax where I live and work?
6. 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.