What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Indiana area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Indiana Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Katie Fischer
CFP®
Market Street Wealth Management Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Welcome to Market Street, A Financial Firm For Young And Seasoned Professionals, Alike. We offer wealth management and financial planning with a fee-only structure to clients in the local Indianapolis area and throughout the US.
David Dodd
CFP®, CKA®
The Other 90 Financial, LLC
Mount Vernon, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Faith Based / Biblically Responsible Investing
Retirement Planning for Christians age 50+
Jessica Bokhart
CFP®
Market Street Wealth Management Advisors
Crawfordsville, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
You deserve the peace of mind that comes from working with a reliable financial partner. Market Street delivers a clear, actionable plan that makes your money work for you, while you live the life you’ve envisioned.
Brian Carroll
CFP®, CCFC®
Oak Harbor Wealth Partners
Carmel, IN
Specialties: Comprehensive Wealth Management, Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Retirement Plan Services, Institutional Consulting
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
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.
Michael Reynolds
CFP®, CSRIC™®, AIF®, DACFP®, CFT™®™
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
Layton Ginder
CFP®
Credent Wealth Management
Auburn, IN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
At Credent Wealth Management, we believe all hardworking Americans deserve to maintain their standards of living without worrying about money for the rest of their lives. Offices throughout the country to serve clients face-to-face and virtually.
Kevin Lewis
MBA
Lewis Wealth Management, LLC
Carmel, IN
Specialties: Retirement Planning, Investment Management, Education Planning, Employer Sponsored Retirement Account Management
Fee-Only, Fiduciary, Independent Financial Advisor: Located in Carmel, Indiana; serving clients locally throughout Indianapolis, Fishers, Noblesville, Greenwood, Avon, Brownsburg, and Zionsville.
Alex Perkins
CFP®
Perkins Wealth Advantage, LLC.
Fishers, IN
Specialties: Comprehensive Financial Planning, Wealth Transfer Planning, Retirement Strategies, Retirement Income Planning, Tax Planning
Comprehensive Wealth & Legacy Planning for Individuals & Families. Located in Fishers, Indiana and Serving Clients Across the Country.
Lance Ludwig
CFP®, CKA®
Kingdom Financial
South Bend, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation
Kingdom Financial is a personally accessible CFP® and CKA® practice rooted in Christ, walking with Christian married couples in late career or retirement as they align their resources with God’s heart and grow in freedom, joy, and purpose.
Bryan Byrer
AAMS™, WMCP®
Millennial Financial Planning
Indianapolis, IN
Specialties: Budgeting & Cash Flow Analysis, Financial Literacy & Education, Emotional Spending, Daily Money Habits, Debt Management, Tax Planning, Portfolio Management, Comprehensive Financial Planning, Retirement Income Planning, Education Funding Strategies
Bryan helps Indianapolis young professionals & families identify their financial purpose, save & invest intentionally, and perform multi-year tax planning, so you can live your ideal lifestyle with less financial anxiety. MFP is fee-only & fiduciary.
Mark Rosinski
CFP®, RICP®, CPA
Dunes Financial
Valparaiso, IN
Specialties: Retirement Income Planning, Tax-smart Investment Guardrails, Tax Planning, Alignment of Money & Lifestyle, Investment Management
Flat-fee wealth management for professionals age 55+ nearing or in retirement. Retirement income planning, investments aligned with your income plan, and strategies to reduce lifetime taxes. Valparaiso, IN, serving clients virtually nationwide.
Austin Angel
CFP®, CDAA™
Market Street Wealth Management Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
You deserve the peace of mind that comes from working with a reliable financial partner. Market Street delivers a clear, actionable plan that makes your money work for you, while you live the life you’ve envisioned.
Ryan Koselak
CFP®
Kestrel Wealth Management LLC
South Bend, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial advisor located in South Bend, IN, serving clients locally and across the country
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, IN and the greater Indianapolis Area. In-person and virtual appointments are available.
Josh Salway
CKA®, ChFC®, RICP®
Full of Grace Financial
Roanoke, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Generous Giving, Investment Management, Estate Planning, Tax Planning, Insurance Planning
Faith-driven financial planning for purposeful lives. We are a fee-only fiduciary firm helping families and businesses align their wealth with their values.
Luke McQuade
RICP®
Full of Grace Financial
Roanoke, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Generous Giving, Investment Management, Estate Planning, Tax Planning, Insurance Planning
Faith-driven financial planning for purposeful lives. We are a fee-only fiduciary firm helping families and businesses align their wealth with their values.
Erik Goodge
CFA,CFP®
uVest Advisory
Evansville, IN
Specialties: Crafting a Work Optional Future, Financial Strategizing, Investment Management, College Education Planning, Solo 401(k) management, Retirement planning, Tax planning, Cash balance pension plans
Fee-Only financial planner located in Evansville, IN, serving clients locally and virtually across the country
Justin McCurdy
CFP®
Bridge Financial Planning, LLC
Valparaiso, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Business Planning
From young professionals navigating their first career to retirees adjusting their financial perspective, our approach is tailored to meet the unique needs of each client. Located in Chattanooga, TN, serving clients locally and across the country.
Steven Neeley
CFP®
Fortress Capital Advisors
Carmel, IN
Specialties: Wealth Management, Retirement Income Planning, Investment Management, Risk Management, Tax Planning
My sole focus is ensuring a happy and carefree retirement for my clients by getting them the income they need while crash-proofing their portfolios.
Sam Wagner
CFP®
WealthGuides
Indianapolis, IN
Specialties: Retirement Planning, Tax Planning, Investment Portfolio Management, Inherited Accounts, Planning for Required Distributions (RMDs), Charitable Giving Planning (DAFs, QCDs, etc.), Social Security
Independent, fee-only registered investment advisory firm based in Indianapolis. Founder and CFP® professional Sam Wagner uses a structured but flexible planning process to help people retire with clarity and confidence.
Sydney Hefty
Credent Wealth Management
Auburn, IN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Hayden Ludwig
CFP®
Valeo Financial Advisors
Fort Wayne, IN
Specialties: Minimizing Taxes, Diversifying Concentrated Stock, Investing in Real Estate, Selling a business tax-efficiently, Planning for Retirement, Minimizing Taxes, Insurance & Risk Management, Estate Planning
Fee-only financial planner located in northwest Ohio serving clients locally and across the country.
Kyle Thompson
CFP®, CPA
Market Street Wealth Management Advisors
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.
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors, LLC
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 Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.
Kenneth Klabunde
MSFP, CFP®
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 area.
Logan Valentine
CFP®, AINS
Valentine Wealth Management
Seymour, IN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Estate Planning, Employee Benefits, Insurance & Risk Management, Equity Compensation Planning
We bridge the gap between financial planning and tax strategy to build a smarter, more tax-efficient plan for your future.
Cody Lachner
CFP®, EA
Next Adventure Financial LLC
Lafayette, IN
Specialties: Retirement Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security & Medicare Planning, RMD & Withdrawal Planning
Next Adventure Financial is a fee-only fiduciary retirement planning firm in Lafayette, Indiana, helping clients age 50+ nationwide coordinate taxes, investments, and other retirement decisions so they can retire with confidence.
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
Treavor Dodsworth
CFP®, CPA, CKA®
Sycomore Financial, LLC
Anderson, IN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning
Fee-Only financial planner in Fishers, IN and Anderson, IN serving clients locally and across the country
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 located in Carmel, Indiana. We serve entrepreneurs, executives, small business owners, retirees and families.
Aaron Williams
CFP®, TPCP®
Market Street Wealth Management Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Analysis and Planning, Social Security Optimization, Healthcare Subsidy Analysis, Cash Flow Analysis, Medicare Planning
You deserve the peace of mind that comes from working with a reliable financial partner. Market Street delivers a clear, actionable plan that makes your money work for you, while you live the life you’ve envisioned.
Jacob Rich
CFP®
Capstone Wealth Advisors
Indianapolis, IN
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Generational Wealth Transfer, Risk Management
We are a fee-only fiduciary financial advisor located in Indianapolis, IN serving people in-person and virtually across the United States.
Eric Koselak
Kestrel Wealth Management LLC
South Bend, IN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial advisor located in South Bend, IN, serving clients locally and across the country
Refine Your Search
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.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
