Fee-Only Financial Advisors in Indiana

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".

Every Indiana Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Logan Valentine

CFP®, AINS

Valentine Wealth Management

Seymour, IN

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Estate Planning, Employee Benefits, Insurance & Risk Management

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

I can work with clients anywhere!

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!

Michael Reynolds

CFP®, 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

I can work with clients anywhere!

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!

Cody Lachner

CFP®, EA

Next Adventure Financial

Lafayette, IN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Early Retirement Planning, Charitable Giving

Fee-Only financial planner located in Lafayette, IN, serving clients locally and across the country. Specializes in tax-smart financial planning for individuals and families.

I can work with clients anywhere!

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.

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Jessica Bokhart

CFP®

Market Street Wealth Management Advisors, LLC

Indianapolis, IN

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

I can work with clients anywhere!

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+

I can work with clients anywhere!

Lance Ludwig

CFP®

Kingdom Financial

South Bend, IN

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

We help mid- to late-career professionals and their spouses glorify God and live a life of meaning by aligning their finances with their faith.

I can work with clients anywhere!

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

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

I can work with clients anywhere!

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

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

I can work with clients anywhere!

Erik Goodge

CFP®

uVest Advisory

Evansville, IN

Specialties: Crafting a Work Optional Future, Financial Strategizing, Investment Management, College Education Planning, Solo 401(k) management

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Justin McCurdy

CFP®, CDAA

Bridge Financial Planning, LLC

Valparaiso, IN

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

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, IN and the greater Indianapolis Area. In-person and virtual appointments are available.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Doug Lockwood

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 & succession planning, Liquidity and debt structure analysis, Insurance analysis and strategies relating to life, health, disability, long-term care, liability, and more, Education planning, Cash management and cash flow planning, Employee benefit plan analysis, Creating and managing employee and personal retirement plans

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

Alexis Woodward

CFP®

Blend Wealth

Fishers, IN

Matt Roop

CFP®, MBA

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Ian Boyce

Dickmeyer Boyce Financial Mgmt., Inc.

Fort Wayne, IN

Derek Hamilton

CFP®, JD

Elser Financial Planning

Indianapolis, IN

Chloe Blythe

CFP®

Galecki Financial Management, Inc.

Fort Wayne, IN

Jalene Hahn

CFP®

WWA Planning & Investments

Columbus, IN

Tim Woodward

CFP®, MBA

Blend Wealth

Indianapolis, IN

Brad Cougill

CFP®

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Brady McArdle

CFP®

Galecki Financial Management, Inc.

Fort Wayne, IN

Steven Gilbert

CFP®, RICP®, APMA®

Gilbert Wealth

Fort Wayne, IN

Bart Fox

Fox Custom Financial Planning LLC

Greenwood, IN

Melanie Colwell

Galecki Financial Management, Inc.

Fort Wayne, IN

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Albert Kohout

Galecki Financial Management, Inc.

Fort Wayne, IN

Dennis Houlihan

Houlihan Asset Mgmt

Fort Wayne, IN

Jonathan Herndon

CFP®

Elser Financial Planning

Indianapolis, IN

Joseph Harowski

CFP®

Smart Choice

Saint John, IN

Marcus Miller

CFP®, CPA

Deerfield Financial Advisors

Indianapolis, IN

Scott Dunlap

Human Capital Wealth Management

Fishers, IN

Ryan Veldhuizen

MS, CFP®

Catalyze Wealth Management

Carmel, IN

Kevin Chandler

CFP®

Galecki Financial Management, Inc.

Fort Wayne, IN

Dejan Ilijevski

MS, MBA

SCM Investment Services

Munster, IN

Drew Feutz

CFP®

Migration Wealth Management, LLC

Avon, IN

Eric Shetter

Elser Financial Planning

Indianapolis, IN

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    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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