Fee-Only Financial Planners in Indianapolis, IN

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 Indianapolis, IN:

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

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

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

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

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

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.

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

Flat fee financial planner & investment adviser helping women business owners create & manage their personal wealth.

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

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.

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

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.

Michael Carson

CFP®, CIMA®, CRPS®

Hurlow Wealth Management Group, Inc.

Indianapolis, 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.

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.

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.

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

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

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.

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

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

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!

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.

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.

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.

Aidan Finet

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Michael McAninch

CFP®, CPA

Buckingham Strategic Wealth

Indianapolis, IN

Robert Ziliak

Buckingham Strategic Wealth

Indianapolis, IN

Kathleen Hartman

Greenleaf Financial Group

Carmel, IN

Ryan Thomas

Column Capital Advisors, LLC

Indianapolis, IN

Brad Cougill

CFP®

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Gary Pittsford

Castle Wealth Advisors, LLC

Indianapolis, IN

Jonathan Herndon

CFP®

Elser Financial Planning

Indianapolis, IN

Russell Ford

Wayfinder Financial LLC

Indianapolis, IN

Marcus Miller

CFP®, CPA

Deerfield Financial Advisors

Indianapolis, IN

Elizabeth Hoover

Hoover Financial Advisors, Inc.

Indianapolis, IN

Dino Efthimiou

Delta Wealth Advisors

Indianapolis, IN

Thomas Bodin

CFA®, CFP®

Buckingham Strategic Wealth

Indianapolis, IN

Derek Hamilton

CFP®, JD

Elser Financial Planning

Indianapolis, IN

Eric Ousley

CFP®, CRPS®

Buckingham Strategic Wealth

Indianapolis, IN

Katie Collins

CFP®

Buckingham Strategic Wealth

Indianapolis, IN

Eric Shetter

Elser Financial Planning

Indianapolis, IN

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

Indianapolis, IN

Charles Liles

Charles A. Liles & Associates, Inc.

Indianapolis, IN

Brent Perry

Piedmont Financial Advisors, LLC

INDIANAPOLIS, IN

Matt Roop

CFP®, MBA

Deerfield Financial Advisors, Inc.

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.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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