Flat fee financial advisors in Indiana
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Indiana is $5,000, from 82 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,750-$7,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,000 | $2,750-$7,000 | 82 firms |
Flat fee financial advisors in Indiana and their published fees
82 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Lion Quest LLCGreenfield | Not published | $150-$5,000 | Not published |
| Above & Beyond Investments, LLCBloomington | $250/hr | $250-$2,500 | Not published |
| Axis Financial, LLCOdon | $75/hr | $250-$2,500 | Not published |
| Cherry Wealth Management LLCLebanon | $100/hr | $250-$2,000 | Not published |
| Gettings Busch Wealth ManagementLafayette | $250/hr | $250-$5,000 | Not published |
| Marian Investor Coaching, Inc.Greenwood | $150/hr | $250-$500 | Not published |
| True Wealth StewardsCarmel | $300/hr | $250-$25,000 | $3,000-$30,000/yr |
| Valentine Wealth ManagementSeymour | $250/hr | $250-$25,000 | $330-$2,000/mo |
| Migration Wealth Management, LLCAvon | $300/hr | $300-$25,000 | $3,900/yr |
| MFG Wealth Management, Inc.Indianapolis | Not published | $400-$10,000 | $600-$10,000/yr |
| Circle City Wealth Management LLCCarmel | Not published | $500-$5,000 | Not published |
| Comprehensive Financial ConsultantsCicero | Not published | $500-$10,000 | $125-$2,500/qtr |
| Dynamic Legacy PlanningGreenfield | $100/hr | $500-$2,500 | Not published |
| Foresight Wealth Advisory, LLCIndianapolis | $250/hr | $500-$5,000 | Not published |
| Gunnell Financial PlanningPlainfield | $150/hr | $500 | Not published |
| Lindsey Wealth ManagementVincennes | $250/hr | $500-$5,000 | Not published |
| Meridian Investment Advisors, Inc.Indianapolis | $175-$250/hr | $500-$2,000 | Not published |
| Next Adventure Financial LLCLafayette | $300/hr | $500-$10,000 | Not published |
| Northbound WealthIndianapolis | $250/hr | $500-$5,000 | $100-$2,000/mo |
| Pinnacle Financial Group LLCValparaiso | Not published | $500 | Not published |
| Raton WealthFishers | Not published | $500-$10,000 | $3,600/yr |
| Snowbird Financial LLCIndianapolis | $50-$100/hr | $500-$10,000 | Not published |
| True North WealthParker City | $250/hr | $500-$5,000 | Not published |
| Winthrop Capital ManagementCarmel | $150-$500/hr | $500-$35,000 | Not published |
| Indy Wealth Solutions, LLCIndianapolis | $200/hr | $600-$6,000 | Not published |
| Abound Wealth StrategiesIndianapolis | Not published | $720-$25,000 | Not published |
| Foundational Financial Advisors, LLCIndianapolis | $150-$300/hr | $750-$15,000 | Not published |
| The Just CompanyIndianapolis | Not published | $750-$10,000 | Not published |
| Best Case FinancialGreencastle | Not published | $800-$2,800 | $3,000/yr |
| Wwa Planning & InvestmentsColumbus | $325/hr | $800-$6,000 | $500/yr |
| Apple Tree Asset Management, LLCFort Wayne | $250/hr | $1,000-$5,000 | $1,000-$50,000/yr |
| Dentvest LLCFort Wayne | Not published | $1,000-$5,000 | $200-$750/mo |
| Elevated Financial GroupIndianapolis | $350-$1,000/hr | $1,000-$25,000 | $99-$999/mo |
| Griffin Financial Advisors, LLCSt. John | $300/hr | $1,000-$3,600 | Not published |
| Hamilton Wealth, LLCWestfield | Not published | $1,000-$25,000 | Not published |
| Harmony Wealth Management LLCLowell | $125/hr | $1,000 | Not published |
| Hendershott Wealth Management, LLCFishers | $350/hr | $1,000-$12,000 | Not published |
| Hurlow Wealth Management Group, Inc.Bloomington | $350/hr | $1,000-$20,000 | Not published |
| Korhorn Financial GroupGranger | $50-$400/hr | $1,000-$35,000 | Not published |
| Lauer Wealth ManagementValparaiso | Not published | $1,000-$50,000 | Not published |
| Lifecare Retirement Solutions Inc.New Castle | $250/hr | $1,000 | Not published |
| Plan Wise Wealth Group, LLCIndianapolis | $225/hr | $1,000-$10,000 | Not published |
| Remnant WealthCarmel | $300/hr | $1,000-$20,000 | Not published |
| Salt Light Investing for the GoodSeymour | Not published | $1,000-$5,000 | Not published |
| Storen FinancialZionsville | Not published | $1,000-$10,000 | Not published |
| Tradewell Tax & FinancialFort Wayne | Not published | $1,000-$15,000 | Not published |
| Clinton Burch Financial PlanningBloomfieldNo AUM fee | $150/hr | $1,200 | Not published |
| Omni Wealth Planning, LLCWest LafayetteNo AUM fee | $125-$250/hr | $1,200-$8,000 | Not published |
| An Exceptional Life Financial, LLCIndianapolis | $300/hr | $1,500-$6,000 | $1,800-$3,000/yr |
| Beacon Financial PlanningBloomington | $150/hr | $1,500-$3,000 | Not published |
| DeerfieldIndianapolis | $400/hr | $1,500-$6,000 | $2,500-$15,000/yr |
| Fortified WealthElkhart | $300/hr | $1,500-$15,000 | Not published |
| Human Capital Wealth ManagementFishers | $250/hr | $1,500-$5,000 | $250-$625/mo |
| Maripau Wealth Management LLCFort Wayne | Not published | $1,500-$3,500 | Not published |
| Mattix Wealth Management LLCJeffersonville | $200/hr | $1,500-$3,500 | Not published |
| Skyview Capital ManagementBrownsburg | $250/hr | $1,500-$10,000 | Not published |
| Afp Group, LLCPlainfield | $150/hr | $2,000 | $2,000/yr |
| Dunes FinancialValparaisoNo AUM fee | $250/hr | $2,000-$12,000 | $2,000-$36,000/yr |
| MWM Advisory Group, LLCValparaiso | $250/hr | $2,000-$10,000 | Not published |
| Whicker Wealth Management, LLCClayton | $250/hr | $2,000-$7,500 | Not published |
| Zaki Financial LLCIndianapolis | $250/hr | $2,000-$5,000 | Not published |
| Vitality Wealth PlanningElkhart | $400/hr | $2,400-$12,000 | $600-$3,000/qtr |
| C.r. Retirement Strategies, LLCIndianapolis | $200-$500/hr | $2,500-$15,000 | Not published |
| Dreamvision CapitalIndianapolis | $200-$500/hr | $2,500-$20,000 | Not published |
| Hobbs Wealth ManagementZionsville | $450/hr | $2,500-$10,000 | Not published |
| PLC Wealth PartnersJeffersonville | Not published | $2,500-$4,000 | Not published |
| Spectrum Advisors Financial, LLCRichmondNo AUM fee | $200/hr | $2,500 | Not published |
| Sunrift Capital Partners LLCPlainfield | $250/hr | $2,500-$5,000 | $1,500-$5,000/yr |
| Zyc Investment LLCNewburgh | $150/hr | $2,500-$20,000 | Not published |
| Heartland Financial PlannersFishers | $299/hr | $2,950 | Not published |
| Fortitude Private WealthCarmel | $300/hr | $3,000-$10,000 | Not published |
| Precedent Financial StrategiesIndianapolis | $350/hr | $3,500-$15,000 | $7,500-$30,000/yr |
| The Other 90 Financial, LLCMount Vernon | $350/hr | $3,600 | $100-$3,000/mo |
| Kingdom FinancialSouth Bend | Not published | $4,000-$7,000 | $1,250-$5,000/qtr |
| Panoramic Financial PlanningCarmel | Not published | $4,000-$10,000 | $200/mo |
| Gentry FinancialFishers | $500/hr | $5,000-$10,000 | $1,250-$7,500/qtr |
| Northwest Financial Services IncIndianapolis | Not published | $5,000 | $5,000/yr |
| Relevant Financial Advisors LLCElkhart | Not published | $5,000 | $3,500/yr |
| Santiago.lifeFishers | $250/hr | $5,000 | $750/mo |
| Lewis Wealth Management, LLCCarmel | Not published | $6,000 | $2,400/yr |
| Lever Wealth ManagementEvansvilleNo AUM fee | $300/hr | Up to $10,000 | $15,000-$35,000/yr |
| Schmidt Wealth Management, L.L.C.Lawrenceburg | Up to $250/hr | Up to $10,000 | $1,562/mo |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (129)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Allstreet Wealth, Westfield
- Axiom Financial Strategies Group, LLC, New Albany
- Aydt Investment Management, Inc., Evansville
- Blackwood Investment Group, LLC, Indianapolis
- Blend Wealth, Indianapolis
- Capstone Wealth Advisors,inc., Indianpolis
- Catalyze Wealth Management, Carmel
- CBG & Company, Inc., Fishers
- CFG Wealth Management Services Inc, Indianapolis
- Charter Advisory Corporation, Indianapolis
- Compass Financial Advisors LLC, Fort Wayne
- CX Institutional, LLC, Auburn
- Dickmeyer Boyce Financial Management, Inc, Fort Wayne
- Donaldson Capital Management LLC, Evansville
- Doyle Investment Management, Bargersville
- Elser Financial Planning, Inc., Indianapolis
- Fierce Wealth Management Group LLC, Indianapolis
- Financial Enhancement Group, Anderson
- Fortress Capital Advisors, Carmel
- Galecki Financial Management Inc, Fort Wayne
- Gilbert Wealth, Fort Wayne
- Golden Years Financial Advisors, Inc., South Bend
- Helping Hand Financial, LLC, Greenwood
- Highsmith Financial Planning, LLC, Brownsburg
- Horizon Wealth Management, LLC, New Albany
- Invst, LLC, Indianapolis
- Millennial Financial Planning, Indianapolis
- Obsidiant Partners LLC, Carmel
- Optimized Capital LLC, Schererville
- Pace Financial Group, LLC, Fishers
- Park + Elm Investment Advisers, Carmel
- Pathway Financial Advisers, LLC, Auburn
- Piedmont Financial Advisors, LLC, Indianapolis
- Pillar Wealth LLC, Franklin
- Quantum Financial Services Inc., Indianapolis
- Sapient Capital LLC, Indianapolis
- Smart Choice Financial Planning, Inc., St. John
- SRL Financial, Cicero
- Strong Financial Services, Indianapolis
- Sym Financial Advisors, Winona Lake
- Tactical Wealth Partners, Zionsville
- Teeple Snyder Newsome Wealth & Tax Management, Brownsburg
- The Financial Resource Center, Carmel
- The Shield Finance, Bloomington
- Uvest Advisory Group, LLC, Newburgh
- Valeo Financial Advisors, LLC, Carmel
- Vector Financial Services, LLC, Syracuse
- Wagner Wealth Management LLC, Indianapolis
- Wealth Advisors Group, Fort Wayne
- Wealth Team LLC, Franklin
- Wealthguides LLC, Indianapolis
- Werner Financial, Indianapolis
- Wright Planning, LLC, Fishers
- Affinity Financial - the Walker Group LLC, Zionsville
- Ami Investment Management Inc, Kendallville
- Anweiler Financial Management, LLC, New Haven
- Asset Management Strategies, Inc., Indianapolis
- Avalon Wealth Advisory, Inc., Indianapolis
- Axia Advisory, Indianapolis
- BBK Wealth LLC, Fishers
- Bedel Financial Consulting Inc, Indianapolis
- Bischoff Wealth Management Group, LLC, Greenwood
- Blue Iguana Capital LLC, Valparaiso
- Breidenbach Capital Consulting, LLC, Charlestonwn
- Brightstone Advisors LLP, Fishers
- Cade Group, Inc., Carmel
- Capital Advisor Network, Lafayette
- Champion Financial Inc., Velpen
- Cxi Advisors, LLC, Auburn
- Elevation Financial LLC, Westfield
- Eley-Graham-Austgen Financial Advisory Services, Crown Point
- En+ Wealth, Munster
- Endress Capital Management, L.L.C., Evansville
- Evia Investment Advisors, Zionsville
- Fi3 Financial Advisors, LLC, Indianapolis
- Financial Planning Services, Fort Wayne
- Four Quadrant Wealth Advisors, Inc., Carmel
- Foxworthy Wealth Advisors, LLC, Fort Wayne
- Full of Grace Financial, Roanoke
- Gates Integrated Financial & Tax, LLC, Westfield
- Genuine Wealth Advisors, LLC, Indianapolis
- Gerber Wealth, LLC, Wolcott
- Goelzer Investment Management, Carmel
- Halter Ferguson Financial Inc, Carmel
- Harbour Wealth Partners, Inc., Indianapolis
- Helix Wealth, Fishers
- Hoosier Financial Planning, LLC, Indianapolis
- Howard Bailey Securities, LLC, Fort Wayne
- Indie Asset Partners, LLC, Carmel
- Integrated Financial Planning Solutions, LLC, Goshen
- Kessler Investment Group, LLC, Columbus
- Koon Financial Planning & Consulting/kfp&c, Greenwood
- Laughlin Financial LLC, Bloomington
- Lifelong Investsments, West Lafayette
- Luminary Wealth, Fort Wayne
- Mabry Wealth Management, LLC, Fort Wayne
- Market Street Wealth Management Advisors, LLC, Indianapolis
- Mcavoy Kemp Wealth Management, LLC, Columbus
- Michael Associates, LLC, Indianapolis
- Midwest Capital Financial Advisors, LLC, Decatur
- MJ Retirement, Carmel
- Monarch Capital Management Inc, Fort Wayne
- Oxford Financial Group, LTD, Carmel
- Oxinas Partners Wealth Management, Jeffersonville
- Peloton Capital Management, Indianapolis
- Perkins Wealth Advantage, Fishers
- Securestate, Pendleton
- Servant Capital Advisors, Fishers
- Shepherd Financial Investment Advisory LLC, Carmel
- Smith Financial, Kokomo
- Sullivan Haymaker, Indianapolis
- Summit Consultants, Inc., Fort Wayne
- Sycomore Financial, Anderson
- The Schamber Group, Inc., Lafayette
- Timpe & Timpe Financial Advisory Services, L.L.C., Zionsville
- Truell Financial LLC, Ellettsville
- USA First Financial, Indianapolis
- Vaal Financial, LLC, Indianapolis
- Vasquez Financial Consulting LLC, Carmel
- Vertical Wealth, LLC, Indianapolis
- Vestia Personal Wealth Advisors, Fort Wayne
- Vista Investment Partners, Richmond
- Wallington Asset Management, Indianapolis
- Walter Keenan Wealth Management, South Bend
- Wealth Advisory Solutions, LLC, Zionsville
- Wellington Investment Advisors, Bloomington
- Whitestone Capital Management LLC, New Albany
- Wise Wealth Management, Fort Wayne
- Wisely Advised, Dyer