# Financial advisors for small business owners in Indiana > For small business owners in Indiana, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Logan Valentine of Valentine Wealth Management, Robert Curry of Curry Webb Wealth Management and Drew Feutz of Migration Wealth Management, LLC. Page: https://find.wellspent.co/specialties/small-business-owners/indiana/ 53 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 small business owner in Indiana? For small business owners in Indiana, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Logan Valentine of Valentine Wealth Management, Robert Curry of Curry Webb Wealth Management and Drew Feutz of Migration Wealth Management, LLC. - [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. - [Robert Curry](https://find.wellspent.co/advisors/robert-curry-5075772/), Curry Webb Wealth Management, Indianapolis. Holds the CFP. Fees on file: percentage of assets. - [Drew Feutz](https://find.wellspent.co/advisors/drew-feutz/), Migration Wealth Management, LLC, Avon. Holds the CFP. Fees on file: ongoing 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. - [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. - [Justin McCurdy](https://find.wellspent.co/advisors/justin-mccurdy/), Bridge Financial Planning, Valapariso. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. ## How many fee-only financial advisors in Indiana work with small business owners? The Wellspent public graph lists 53 fee-only advisors for small business owners in Indiana, at 31 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for small business owners in Indiana located? Of the 53 fee-only advisors for small business owners in Indiana, 13 are in Indianapolis, followed by 11 in Carmel and 8 in Valparaiso. ## How do fee-only advisors for small business owners in Indiana charge? The most common fee among fee-only advisors for small business owners in Indiana is a percentage of assets, used by 91% of the 53 with fees on file. Many use more than one: 55% charge by the hour and 40% 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 small business owners have? For small business owners, look for the CFP. In Indiana, 51% of the 53 advisors listed hold the CFP. - CFP (51% of advisors listed): The CFP keeps the business in the wider plan. ## How do Indiana advisors for small business owners compare with the rest of the US? 40% of fee-only advisors for small business owners in Indiana charge fixed fees, compared with 52% of the 2,851 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 small business owner in Indiana? - Which retirement plan would you set up for my business, and why? - How would you set my salary against distributions? - How much of my net worth should stay in the business? - How do you plan for an eventual sale or succession? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for small business owners 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 | | [Tim Woodward](https://find.wellspent.co/advisors/tim-woodward.md) | Blend Wealth | Indianapolis, Indiana | CFP, MBA | Ongoing planning fee | | [Drew Feutz](https://find.wellspent.co/advisors/drew-feutz.md) | Migration Wealth Management, LLC | Avon, Indiana | CFP | Ongoing planning fee | | [Adam Cmejla](https://find.wellspent.co/advisors/adam-cmejla.md) | Integrated Planning & Wealth Management, LLC | Carmel, Indiana | CFP | Percentage of assets, Fixed fees | | [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees | | [Brian Wright](https://find.wellspent.co/advisors/brian-wright.md) | Wright Planning, LLC | Fishers, Indiana | CFP | Hourly, 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 | | [David Webb](https://find.wellspent.co/advisors/david-webb.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets | | [Robert Curry](https://find.wellspent.co/advisors/robert-curry-5075772.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets | | [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 | | [James Pechin](https://find.wellspent.co/advisors/james-pechin.md) | McLaughlin Asset Management | Lafayette, Indiana | CFP | Percentage of assets, Fixed fees | | [Joshua Salway](https://find.wellspent.co/advisors/joshua-salway.md) | Full of Grace Financial | Roanoke, Indiana | ChFC | Percentage of assets, Ongoing planning fee | | [Justin McCurdy](https://find.wellspent.co/advisors/justin-mccurdy.md) | Bridge Financial Planning | Valapariso, Indiana | CFP | Flat fee or retainer, Percentage of assets | | [Mark Adams](https://find.wellspent.co/advisors/mark-adams.md) | The DBS Companies | Bloomington, Indiana | CFP | Percentage of assets, Hourly | | [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 | | [Daniel Lubs](https://find.wellspent.co/advisors/daniel-lubs.md) | Integrated Investment Strategies | Carmel, Indiana | CFP | Percentage of assets, Hourly | | [Jeffrey Sturgis](https://find.wellspent.co/advisors/jeffrey-sturgis.md) | Brightstone Advisors | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Dunlap](https://find.wellspent.co/advisors/scott-dunlap.md) | Human Capital Wealth Management | Fishers, Indiana | | Percentage of assets, Ongoing planning fee | | [Adam Vaal](https://find.wellspent.co/advisors/adam-vaal.md) | Vaal Financial | Indianapolis, Indiana | ChFC | Percentage of assets, Ongoing planning fee | | [Brady Johnson](https://find.wellspent.co/advisors/brady-johnson.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [David Stitt](https://find.wellspent.co/advisors/david-stitt.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [Luke McQuade](https://find.wellspent.co/advisors/luke-mcquade.md) | Full of Grace Financial | Roanoke, Indiana | | Percentage of assets, Ongoing planning fee | | [Nicholas Finnigan](https://find.wellspent.co/advisors/nicholas-finnigan.md) | Delta Wealth Advisors | Indianapolis, Indiana | CFA | Percentage of assets | | [Ty Williams](https://find.wellspent.co/advisors/ty-williams.md) | Curry Webb Wealth Management | Indianapolis, Indiana | | Percentage of assets | | [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 | | [Kathryn Lester](https://find.wellspent.co/advisors/kathryn-lester.md) | Vandalia Wealth | Indianapolis, 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 | | [Gregory Forsythe](https://find.wellspent.co/advisors/gregory-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | CFA | Percentage of assets, Hourly | | [James Keene](https://find.wellspent.co/advisors/james-keene.md) | McLaughlin Asset Management | Lafayette, Indiana | | Percentage of assets, Fixed fees | | [Derek Robertson](https://find.wellspent.co/advisors/derek-robertson.md) | Integrated Investment Strategies | Carmel, Indiana | | Percentage of assets, Hourly | | [Timothy Luker](https://find.wellspent.co/advisors/timothy-luker.md) | Brightstone Advisors | Fishers, Indiana | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 53. The full list, page by page: https://find.wellspent.co/specialties/small-business-owners/indiana/?page=2 ## 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) - [Retirees in Indiana](https://find.wellspent.co/audiences/retirees/indiana.md) - [Founders in Indiana](https://find.wellspent.co/specialties/founders-pre-exit/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).