Financial advisors for physicians in Indiana

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.

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.

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.

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?

1. How many physicians do you work with, and at what career stage?
2. How would you approach my loans, including PSLF?
3. How do you evaluate own-occupation disability coverage?
4. Do you sell insurance or earn anything from it?
5. 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.