Financial advisors for retirement planning in Indiana
Which financial advisor should I talk to about retirement planning in Indiana?
For retirement planning in Indiana, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Aaron Wieand of Integrated Financial Planning Solutions, LLC, Steven Gilbert of Gilbert Wealth and Cody Lachner of Next Adventure Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Aaron Wieand Integrated Financial Planning Solutions, LLC, Goshen Holds the CFP and CPA. Fees on file: ongoing planning fee, one-time planning fee.
- Steven Gilbert Gilbert Wealth, Fort Wayne Holds the RICP and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Cody Lachner Next Adventure Financial, Lafayette Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Zach Gentry Gentry Financial, Fishers Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Jennifer Rupp Hendershott Wealth Management, Fishers Holds the CFP. Fees on file: ongoing planning fee.
- Riki Cooke Abundo Wealth, Fishers Holds the CFP. Fees on file: subscription.
How many fee-only financial advisors in Indiana work on retirement planning?
The Wellspent public graph lists 97 fee-only advisors for retirement planning in Indiana, at 52 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for retirement planning in Indiana located?
Of the 97 fee-only advisors for retirement planning in Indiana, 16 are in Indianapolis, followed by 13 in Carmel and 13 in Fishers.
Plus 38 in other cities.
How do fee-only advisors for retirement planning in Indiana charge?
The most common fee among fee-only advisors for retirement planning in Indiana is a percentage of assets, used by 89% of the 97 with fees on file. Many use more than one: 59% charge by the hour and 42% 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 retirement planning have?
For retirement planning, look for the RICP, CFP and EA. In Indiana, 47% of the 97 advisors listed hold the CFP.
- RICP1% in Indiana
- The RICP is built around retirement income specifically.
- CFP47% in Indiana
- The CFP covers income, tax, insurance, and estate decisions together.
- EA1% in Indiana
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA2% in Indiana
- CPAs help with the tax side of withdrawals.
How do Indiana advisors for retirement planning compare with the rest of the US?
59% of fee-only advisors for retirement planning in Indiana charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Indiana. Light bars are all US advisors for retirement planning.
Does Indiana tax Social Security?
No. Indiana doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Indiana?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Indiana tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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.
All 97 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Reynolds | Elevation Financial | Westfield | AIF, CFP, CFT-I, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. | Pillar Wealth | Franklin | CFP | Hourly, One-time planning fee |
| Steven Neeley | Fortress Capital Advisors | Carmel | CFP, MBA | Percentage of assets, One-time planning fee |
| Tyler Smith | BBK Wealth Management | Fishers | CFP, M.Ed. | Percentage of assets, Hourly |
| Alex Perkins | Perkins Wealth Advantage, LLC. | Fishers | CFP | Percentage of assets, Fixed fees |
| Jacob Rich | Capstone Wealth Advisors | Indianapolis | CFP | Percentage of assets, One-time planning fee |
| Lance Ludwig | Kingdom Financial | South Bend | CFP, CKA | Percentage of assets, Ongoing planning fee |
| Logan Valentine | Valentine Wealth Management | Seymour | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Veldhuizen | Catalyze Wealth Management | Carmel | CFP, MSFP | Percentage of assets |
| Sam Wagner | WealthGuides LLC | Indianapolis | CFP | Percentage of assets, Hourly |
| Steven Gilbert | Gilbert Wealth | Fort Wayne | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| Cody Lachner | Next Adventure Financial | Lafayette | CFP, EA | Percentage of assets, Hourly |
| Drew Feutz | Migration Wealth Management, LLC | Avon | CFP | Ongoing planning fee |
| Aaron Wieand | Integrated Financial Planning Solutions, LLC | Goshen | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Adam Cmejla | Integrated Planning & Wealth Management, LLC | Carmel | CFP | Percentage of assets, Fixed fees |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| Jennifer Rupp | Hendershott Wealth Management | Fishers | CFP, MBA | Ongoing planning fee |
| Zach Gentry | Gentry Financial | Fishers | CFP, CKA, CPA | Percentage of assets, Fixed fees |
| Riki Cooke Low-cost, conflict-free planning for millennials and travel lovers who want their money to support what matters to them. | Abundo Wealth | Fishers | CFP | Subscription |
| Ryan Fisher | DentVest Wealth Management | Fort Wayne | CFP | Ongoing planning fee |
| Ryan Kay Kay | Arena Wealth Management | Fort Wayne | CFP | Percentage of assets, Fixed fees |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Ahmad Saltagi | Zaki Financial | Indianapolis | CFP | One-time planning fee, Hourly |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| John Lauer | Lauer Wealth Management | Valparaiso | CFP | Percentage of assets, Hourly |
| Joshua Zorger | Fortitude Private Wealth | Carmel | CFP | Percentage of assets, Hourly |
| Margaret Kamman | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| Zachary Greiner | Kirr, Marbach & Company | Columbus | CFP | Percentage of assets |
| Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. | Daviman Financial | Fishers | CFP | Percentage of assets, Flat fee or retainer |
| Emily Turner | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| James Pechin | McLaughlin Asset Management | Lafayette | CFP | Percentage of assets, Fixed fees |
| Joshua Salway | Full of Grace Financial | Roanoke | ChFC | Percentage of assets, Ongoing planning fee |
| Justin McCurdy | Bridge Financial Planning | Valapariso | CFP | Flat fee or retainer, Percentage of assets |
| Mark Adams | The DBS Companies | Bloomington | CFP | Percentage of assets, Hourly |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | Percentage of assets |
| Mark Olsen | TSN Wealth & Tax Management | Zionsville | CFP | Percentage of assets, Hourly |
| Matthew Snyder | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Nicholas Catlin | CBG & Company | Fishers | CFP | Percentage of assets, Hourly |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Timothy Dukeman | TSN Wealth & Tax Management | Brownsburg | CFP | Percentage of assets, Hourly |
| Daniel Lubs | Integrated Investment Strategies | Carmel | CFP | Percentage of assets, Hourly |
| David Kirr | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Jeffrey Sturgis | Brightstone Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Mark Foster | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Mickey Kim | Kirr, Marbach & Company | Columbus | CFA | Percentage of assets |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
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