Financial advisors for small business owners in Indiana
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Logan Valentine Valentine Wealth Management, Seymour Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Robert Curry Curry Webb Wealth Management, Indianapolis Holds the CFP. Fees on file: percentage of assets.
- Drew Feutz Migration Wealth Management, LLC, Avon Holds the CFP. Fees on file: ongoing planning fee.
- Joshua Zorger Fortitude Private Wealth, Carmel Holds the CFP. Fees on file: percentage of assets, hourly.
- Jacob Rich Capstone Wealth Advisors, Indianapolis Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- 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.
Plus 12 in other cities.
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.
- CFP51% in Indiana
- 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.
Dark bars are Indiana. Light bars are all US advisors for small business owners.
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.
All 53 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Logan Valentine | Valentine Wealth Management | Seymour | CFP | Percentage of assets, Ongoing planning fee |
| Tim Woodward | Blend Wealth | Indianapolis | CFP, MBA | Ongoing planning fee |
| Drew Feutz | Migration Wealth Management, LLC | Avon | CFP | Ongoing 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 |
| Brian Wright | Wright Planning, LLC | Fishers | CFP | Hourly, Fixed fees |
| David Hobbs | Hobbs Wealth Management | Zionsville | CFP | Percentage of assets, One-time planning fee |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| 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 |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| 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 |
| Dino Efthimiou | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| 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 |
| Nathan Stone | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| 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 |
| Daniel Lubs | Integrated Investment Strategies | Carmel | CFP | Percentage of assets, Hourly |
| Jeffrey Sturgis | Brightstone Advisors | Fishers | CFP | Percentage of assets, Hourly |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| Adam Vaal | Vaal Financial | Indianapolis | ChFC | Percentage of assets, Ongoing planning fee |
| Brady Johnson | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Luke McQuade | Full of Grace Financial | Roanoke | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Finnigan | Delta Wealth Advisors | Indianapolis | CFA | Percentage of assets |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Blake Eiermann | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Cole Deardorff | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Gene Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Grant Hamstra | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| John Lauer | Lauer Wealth Management | Valparaiso | Not listed | Percentage of assets, Hourly |
| Kathryn Lester | Vandalia Wealth | Indianapolis | Not listed | Percentage of assets, Hourly |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | Percentage of assets, Hourly |
| James Keene | McLaughlin Asset Management | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Derek Robertson | Integrated Investment Strategies | Carmel | Not listed | Percentage of assets, Hourly |
| Timothy Luker | Brightstone Advisors | Fishers | Not listed | Percentage of assets, Hourly |
Want a shorter list for small business owners?
Tell us what you need and we'll narrow Indiana's 53 advisors to the few who fit.
Get matched in 2 minutes