# Financial advisors for physicians in Indiana > For physicians in Indiana, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include Ryan Fisher of DentVest Wealth Management, Ryan Veldhuizen of Catalyze Wealth Management and Jacob Rich of Capstone Wealth Advisors. Page: https://find.wellspent.co/specialties/physicians/indiana/ 26 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 physician in Indiana? For physicians in Indiana, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include Ryan Fisher of DentVest Wealth Management, Ryan Veldhuizen of Catalyze Wealth Management and Jacob Rich of Capstone Wealth Advisors. - [Ryan Fisher](https://find.wellspent.co/advisors/ryan-fisher/), DentVest Wealth Management, Fort Wayne. Holds the CFP. Fees on file: ongoing planning fee. - [Ryan Veldhuizen](https://find.wellspent.co/advisors/ryan-veldhuizen/), Catalyze Wealth Management, Carmel. Holds the CFP. Fees on file: percentage of assets. - [Jacob Rich](https://find.wellspent.co/advisors/jacob-rich/), Capstone Wealth Advisors, Indianapolis. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [James Macdonald](https://find.wellspent.co/advisors/james-macdonald/), Aurora Financial Strategies, Lafayette. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Evan Lane](https://find.wellspent.co/advisors/evan-lane/), The Financial Resource Center, Carmel. Holds the CFP. Fees on file: percentage of assets, hourly. - [Mark Adams](https://find.wellspent.co/advisors/mark-adams/), The DBS Companies, Bloomington. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Indiana work with physicians? The Wellspent public graph lists 26 fee-only advisors for physicians in Indiana, at 9 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for physicians in Indiana located? Of the 26 fee-only advisors for physicians in Indiana, 6 are in Carmel, followed by 6 in Lafayette and 4 in Kokomo. ## How do fee-only advisors for physicians in Indiana charge? The most common fee among fee-only advisors for physicians in Indiana is a percentage of assets, used by 96% of the 26 with fees on file. Many use more than one: 77% charge fixed fees and 42% 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 physicians have? For physicians, look for the CFP. In Indiana, 46% of the 26 advisors listed hold the CFP. - CFP (46% of advisors listed): The CFP covers the insurance and retirement decisions doctors face. ## How do Indiana advisors for physicians compare with the rest of the US? 77% of fee-only advisors for physicians in Indiana charge fixed fees, compared with 51% of the 691 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 should I ask a financial advisor as a physician in Indiana? - How many physicians do you work with, and at what career stage? - How would you approach my loans, including PSLF? - How do you evaluate own-occupation disability coverage? - Do you sell insurance or earn anything from it? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for physicians 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 | |---|---|---|---|---| | [Jacob Rich](https://find.wellspent.co/advisors/jacob-rich.md) | Capstone Wealth Advisors | Indianapolis, Indiana | CFP | Percentage of assets, One-time planning fee | | [Ryan Veldhuizen](https://find.wellspent.co/advisors/ryan-veldhuizen.md) | Catalyze Wealth Management | Carmel, Indiana | CFP, MSFP | Percentage of assets | | [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | 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 | | [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 | | [Mark Adams](https://find.wellspent.co/advisors/mark-adams.md) | The DBS Companies | Bloomington, Indiana | CFP | Percentage of assets, Hourly | | [Nicholas Catlin](https://find.wellspent.co/advisors/nicholas-catlin.md) | CBG & Company | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [James Macdonald](https://find.wellspent.co/advisors/james-macdonald.md) | Aurora Financial Strategies | Lafayette, Indiana | CFP | Percentage of assets, Fixed fees | | [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 | | [Kerry Pennington](https://find.wellspent.co/advisors/kerry-pennington.md) | The Financial Resource Center | Carmel, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Austin Crites](https://find.wellspent.co/advisors/austin-crites.md) | Aurora Financial Strategies | Indianapolis, Indiana | CFA | Percentage of assets, Fixed fees | | [Daniel Garwood](https://find.wellspent.co/advisors/daniel-garwood.md) | CBG & Company | Fishers, Indiana | | Percentage of assets, Hourly, 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 | | [Roy Bodinus](https://find.wellspent.co/advisors/roy-bodinus.md) | CBG & Company | Fishers, Indiana | | Percentage of assets, Hourly, Fixed 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) - [Founders in Indiana](https://find.wellspent.co/specialties/founders-pre-exit/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).