Fee-Only Financial Planners in Indiana

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Indiana:

Chloe Blythe

CFP®

Galecki Financial Management, Inc.

Fort Wayne, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fort Wayne, IN, serving clients locally and across the country

Kevin Lewis

MBA

Lewis Wealth Management, LLC

Carmel, IN

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning,

Fee-Only, Fiduciary, Independent Financial Advisor: Located in Carmel, Indiana; serving clients locally throughout Indianapolis, Fishers, Noblesville, Greenwood, Avon, Brownsburg, and Zionsville.

Treavor Dodsworth

CFP®, CPA, CKA®

Sycomore Financial, LLC

Pendleton, IN

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning

Fee-Only financial planner located in Pendleton, IN, serving clients locally and across the country

Aaron Williams

CFP®

Market Street Wealth Management Advisors, LLC

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country

Aaron C. Wieand

CPA, PFS, CFP®

Integrated Financial Planning Solutions, LLC

Goshen, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Optimization, Cash Flow Strategy, College Education Planning

Fee-Only financial planner located in Goshen, IN, serving clients locally and across the country

Jessica Bokhart

CFP®

Market Street Wealth Management Advisors, LLC

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning,

Fee-Only financial planner with offices in Crawfordsville, IN, and Indianapolis, IN, serving clients locally and across the country

Amelia West

CFP®

Total Wealth Planning

Carmel, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Carmel, IN based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

William Howell

CFP®, CPA

Total Wealth Planning

Carmel, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, College Education Planning

Carmel, IN based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Wesley Kotys

CFP®, AAMS®

Kotys Wealth Professionals

Valparaiso, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving Northwest Indiana and surrounding areas.

Jared Defore

CFP®, CPA/PFS

Market Street Wealth Management Advisors

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country

I can work with clients anywhere!

Kenneth Klabunde

MSFP, CFP®, CDFA®

Precedent Financial Strategies

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Tax Planning, Divorce Planning, Retirement Income Planning, Investment Management

Fee-Only Financial Planner serving families in the Indianapolis, IN and Cincinnati, OH areas.

Tim Uihlein

CFP®, MBA

Vincere Wealth Management

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country, with extensive knowledge of the Chicago market

Thomas Farrer

CFP®, CRPC®

An Exceptional Life Financial

Indianapolis, IN

Specialties: Financial Planning for Teachers, Retirement Planning, Investment Management, Comprehensive Financial Planning

Fee-Only Financial Planner located in Indianapolis, IN serving teachers, administrators, & other K-12 education professionals.

Michael Carson

CFP®, CIMA®, CRPS®

Hurlow Wealth Management Group, Inc.

Bloomington, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance and Risk Management

Fee-Only financial planner with offices in Indianapolis and Bloomington, serving clients locally and across the country.

Michael Reynolds

CSRIC®, AIF®, DACFP®,CFT-I™

Elevation Financial LLC

Westfield, IN

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Small Business Coaching, ESG Investing, Cryptocurrency / Digital Assets

Fee-Only financial planner located in Westfield, IN, serving clients locally and across the country

Isaiah Douglass

MBA, CFP®

Vincere Wealth Management

Carmel, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Budgeting, Debt Management

Fee-Only financial planner located in Indianapolis, IN serving dentists and veterinarians locally and across the country

Josh Bennett

CFP®

Vincere Wealth Management

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country

I can work with clients anywhere!

Joanna Habegger

CTFA

Invite Wealth Management

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Investment Management, Integrating Business & Personal Finances, Trusts

Fee-Only financial planner & investment adviser helping women business owners create & manage their personal wealth.

Katie Fischer

CFP®

Market Street Wealth Management Advisors, LLC

Carmel, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning

At Market Street, we treat you like family. Our fee-only wealth management team is here to help you make better financial decisions and gain financial freedom.

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Joshua Zorger

CFP®

Fortitude Private Wealth, Inc

Carmel, IN

Specialties: Tax Planning for Small Business Owners to Maximize Retirement Savings and Minimize Tax Liability, Retirement Income Planning & Social Security Maximization, Required Minimum Distribution & Roth IRA Conversion Planning, In-House, Low-Cost Portfolio Management and Trading, Customized Investment Objective Selection with Investment Policy Statement

Fortitude Private Wealth is an independent, fee-only registered investment advisor serving clients in nine states. We serve entrepreneurs, executives, small business owners, retirees and families.

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.

I can work with clients anywhere!

Kelli Ellison

CFP®, EA, MBA, MSA

Panoramic Financial Planning

Carmel, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation

Fee-Only financial planner serving Carmel, Indiana and the greater Indianapolis Area. In-person and virtual appointments are available for clients locally and across the country.

Kevin Ervin

CFP®, CPA

Market Street Wealth Management Advisors

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country

Elaine Bedel

CFP®, MBA

Bedel Financial Consulting

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Comprehensive Financial Planner located in Indianapolis, IN and Serving Clients Nationwide

Michael Clayman

CFP®, ChSNC®

Buckingham Strategic Wealth

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate planning, Risk Management, Special Needs Planning

Forever standing on the side of our clients.

Ronald Rich

CFP®

Capstone Wealth Advisors Inc.

Indianpolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business & Succession Planning

Fee-Only financial planner located in Indianpolis, IN, serving clients locally and across the country

Tim Woodward

CFP®, MBA

Blend Wealth

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Cash Flow & Debt Management, Tax Planning, Retirement Planning, Tax Planning, Estate Planning, Investment Management, Employee Benefits Review, College Education Planning, Insurance Planning

We help Christian Blended Families who want to honor God and build wealth by being intentional with their money & in their marriage.

Austin Angel

CFP®, CDAA™

Market Street Wealth Management Advisors, LLC

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country

Kyle Thompson

CFP®, CPA

Market Street Wealth Management Advisors, LLC

Indianapolis, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

At Market Street, we treat you like family. Our fee-only wealth management team is here to help you make better financial decisions and gain financial freedom.

I can work with clients anywhere!

Mychal Eagleson

CFP®, AIF®, ChSNC®

An Exceptional Life Financial

Indianapolis, IN

Specialties: Financial Planning for Teachers, Retirement Planning, Investment Management, Special Needs Planning, Comprehensive Financial Planning

Fee-Only Financial Planner located in Indianapolis, IN serving teachers, administrators, & other K-12 education professionals.

Kathleen Hartman

Greenleaf Financial Group

Carmel, IN

Gary Pittsford

Castle Wealth Advisors, LLC

Indianapolis, IN

Robert Ziliak

Buckingham Strategic Wealth

Indianapolis, IN

Thomas Bodin

CFA®, CFP®

Buckingham Strategic Wealth

Indianapolis, IN

Brent Foster

Northbound Wealth Management LLC

Indianapolis, IN

Michael McAninch

CFP®, CPA

Buckingham Strategic Wealth

Indianapolis, IN

Andrew Young

Galecki Financial Management, Inc.

Fort Wayne, IN

Russell Ford

Wayfinder Financial LLC

Indianapolis, IN

Aidan Finet

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Alexis Woodward

CFP®

Blend Wealth

Fishers, IN

Brady McArdle

CFP®

Galecki Financial Management, Inc.

Fort Wayne, IN

Martin Bassett

CFP®

Bassett Financial Advisors

Fort Wayne, IN

Alex Perkins

WealthPoint Advisors, LLC

Indianapolis, IN

Dejan Ilijevski

MS, MBA

SCM Investment Services

Munster, IN

Gordon Nesbit

Hurlow Wealth Management Group

Bloomington, IN

Andre Logan

Logan Financial Empowerment

Indianapolis, IN

Mark Rosinski

Kotys Wealth Professionals

Valparaiso, IN

Drew Feutz

CFP®

Migration Wealth Management, LLC

Avon, IN

Bart Fox

Fox Custom Financial Planning LLC

Greenwood, IN

Ryan Veldhuizen

MS, CFP®

Catalyze Wealth Management

Carmel, IN

Brad Cougill

CFP®

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Jonathan Herndon

CFP®

Elser Financial Planning

Indianapolis, IN

Elizabeth Hoover

Hoover Financial Advisors, Inc.

Indianapolis, IN

Melanie Colwell

Galecki Financial Management, Inc.

Fort Wayne, IN

Steven Gilbert

CFP®, RICP®, APMA®

Gilbert Wealth

Fort Wayne, IN

Lance Britton

Hands Free Investor LLC

Fishers, IN

Charles Liles

Charles A. Liles & Associates, Inc.

Indianapolis, IN

Jalene Hahn

CFP®

WWA Planning & Investments

Columbus, IN

Kevin Chandler

CFP®

Galecki Financial Management, Inc.

Fort Wayne, IN

Nate Eix

WealthPoint Advisors, LLC

Indianapolis, IN

Joshua Bentz

WealthPoint Advisors, LLC

Indianapolis, IN

Brent Perry

Piedmont Financial Advisors, LLC

INDIANAPOLIS, IN

Eric Ousley

CFP®, CRPS®

Buckingham Strategic Wealth

Indianapolis, IN

Eric Motycka

The HigherGround Group LLC

Terre Haute, IN

Albert Kohout

Galecki Financial Management, Inc.

Fort Wayne, IN

Kathleen Tranovich

Elser Financial Planning

Indianapolis, IN

Derek Hamilton

CFP®, JD

Elser Financial Planning

Indianapolis, IN

Marcus Miller

CFP®, CPA

Deerfield Financial Advisors

Indianapolis, IN

Dennis Houlihan

Houlihan Asset Mgmt

Fort Wayne, IN

Brent Walker

WealthPoint Advisors, LLC

Indianapolis, IN

Joseph Harowski

CFP®

Smart Choice

Saint John, IN

Brie Black

WealthPoint Advisors, LLC

Indianapolis, IN

Eric Shetter

Elser Financial Planning

Indianapolis, IN

Erik Goodge

uVest Advisory Group, LLC

Newburgh, IN

Charles Carter

Oxford Financial Group, LTD

Indianapolis, IN

Ryan Thomas

Column Capital Advisors, LLC

Indianapolis, IN

Justin Castelli

RL Wealth Management, LLC

Fishers, IN

Dino Efthimiou

Delta Wealth Advisors

Indianapolis, IN

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Ryan Fisher

CFA, CFP®

White Coat Wealth Management

Fort Wayne, IN

Matt Roop

CFP®, MBA

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Ian Boyce

Dickmeyer Boyce Financial Mgmt., Inc.

Fort Wayne, IN

Marsha Kalasmiki

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Katie Collins

CFP®

Buckingham Strategic Wealth

Indianapolis, IN

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


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