Fee-only financial advisors in Indiana who charge hourly or a flat fee

260 fee-only advisers in Indiana offer financial planning for an hourly, fixed or subscription fee. 163 of them state their prices in dollars in their filed brochure, and we quote those prices below.

In Indiana, the median published hourly rate is $250 (120 firms; middle half $200⁠–⁠$300), and the median flat or project fee is $5,000 (85 firms), as of October 2026.

What advisors in Indiana charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$250/hr$200⁠–⁠$300/hr120 firms
Flat or project fee$5,000$2,625⁠–⁠$7,00085 firms
Annual retainer$5,000/yr$3,500⁠–⁠$10,500/yr37 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee-only advisors in Indiana and their published fees

163 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Abound Wealth StrategiesIndianapolisNot published$720⁠–⁠$25,000Not published
Above & Beyond Investments, LLCBloomington$250/hr$250⁠–⁠$2,500Not published
Afp Group, LLCPlainfield$150/hr$2,000$2,000/yr
Allstreet WealthWestfield$750/hrNot publishedNot published
An Exceptional Life Financial, LLCIndianapolis$300/hr$1,500⁠–⁠$6,000$1,800⁠–⁠$3,000/yr
Apple Tree Asset Management, LLCFort Wayne$250/hr$1,000⁠–⁠$5,000$1,000⁠–⁠$50,000/yr
Arena Wealth Advisors LLCJeffersonville$300/hrNot publishedNot published
Avertrust Wealth LLCCrown Point$200/hrNot publishedNot published
Axiom Financial Strategies Group, LLCNew Albany$100⁠–⁠$1,000/hrNot publishedNot published
Axis Financial, LLCOdon$75/hr$250⁠–⁠$2,500Not published
Aydt Investment Management, Inc.Evansville$300/hrNot publishedNot published
Bassett Financial AdvisorsFort Wayne$150/hrNot publishedNot published
Beacon Financial PlanningBloomington$150/hr$1,500⁠–⁠$3,000Not published
Benham Advisory GroupGreenwood$300/hrNot publishedNot published
Best Case FinancialGreencastleNot published$800⁠–⁠$2,800$3,000/yr
Blackwood Investment Group, LLCIndianapolis$250/hrNot published$59⁠–⁠$199/mo
Blend WealthIndianapolisNot publishedNot published$1,541/mo
Brookstone FinancialJeffersonville$350/hrNot publishedNot published
C.r. Retirement Strategies, LLCIndianapolis$200⁠–⁠$500/hr$2,500⁠–⁠$15,000Not published
Capstone Wealth Advisors,inc.Indianpolis$250/hrNot publishedNot published
Catalyze Wealth ManagementCarmelNot publishedNot published$4,800⁠–⁠$15,000/yr
CBG & Company, Inc.Fishers$200⁠–⁠$300/hrNot publishedNot published
CFG Wealth Management Services IncIndianapolis$250/hrNot publishedNot published
Charter Advisory CorporationIndianapolis$125⁠–⁠$300/hrNot publishedNot published
Cherry Wealth Management LLCLebanon$100/hr$250⁠–⁠$2,000Not published
Circle City Wealth Management LLCCarmelNot published$500⁠–⁠$5,000Not published
Clinton Burch Financial PlanningBloomfieldNo AUM fee$150/hr$1,200Not published
Compass Financial Advisors LLCFort Wayne$250/hrNot publishedNot published
Comprehensive Financial ConsultantsCiceroNot published$500⁠–⁠$10,000$125⁠–⁠$2,500/qtr
Core Wealth AdvisorsIndianapolis$300/hrNot publishedNot published
Corwin Company LLCIndianapolis$250/hrNot publishedNot published
Creative Financial Planning Advisors, Inc.South Bend$300/hrNot publishedNot published
CX Institutional, LLCAuburnNot publishedNot published$3,125/yr
DeerfieldIndianapolis$400/hr$1,500⁠–⁠$6,000$2,500⁠–⁠$15,000/yr
Del Principe O'brien Financial AdvisorsIndianapolis$110⁠–⁠$450/hrNot publishedNot published
Dentvest LLCFort WayneNot published$1,000⁠–⁠$5,000$200⁠–⁠$750/mo
Dickmeyer Boyce Financial Management, IncFort Wayne$200/hrNot publishedNot published
Donaldson Capital Management LLCEvansvilleNot publishedNot published$4,500/yr
Doyle Investment ManagementBargersville$150⁠–⁠$250/hrNot publishedNot published
Dreamvision CapitalIndianapolis$200⁠–⁠$500/hr$2,500⁠–⁠$20,000Not published
Dunes FinancialValparaisoNo AUM fee$250/hr$2,000⁠–⁠$12,000$2,000⁠–⁠$36,000/yr
Dynamic Legacy PlanningGreenfield$100/hr$500⁠–⁠$2,500Not published
Elevated Financial GroupIndianapolis$350⁠–⁠$1,000/hr$1,000⁠–⁠$25,000$99⁠–⁠$999/mo
Elser Financial Planning, Inc.Indianapolis$150⁠–⁠$800/hrNot publishedNot published
Fierce Wealth Management Group LLCIndianapolis$250/hrNot publishedNot published
Financial Enhancement GroupAnderson$500/hrNot publishedNot published
Foresight Wealth Advisory, LLCIndianapolis$250/hr$500⁠–⁠$5,000Not published
Fortified WealthElkhart$300/hr$1,500⁠–⁠$15,000Not published
Fortitude Private WealthCarmel$300/hr$3,000⁠–⁠$10,000Not published
Fortress Capital AdvisorsCarmelNot publishedNot published$7,500⁠–⁠$15,000/yr
Foundational Financial Advisors, LLCIndianapolis$150⁠–⁠$300/hr$750⁠–⁠$15,000Not published
Galecki Financial Management IncFort Wayne$250⁠–⁠$350/hrNot publishedNot published
Genesis Advisors, LLCFishers$125⁠–⁠$300/hrNot publishedNot published
Gentry FinancialFishers$500/hr$5,000⁠–⁠$10,000$1,250⁠–⁠$7,500/qtr
Gettings Busch Wealth ManagementLafayette$250/hr$250⁠–⁠$5,000Not published
Gilbert WealthFort WayneNo AUM fee$250/hrNot published$250⁠–⁠$1,800/mo
Golden Years Financial Advisors, Inc.South Bend$325/hrNot publishedNot published
Griffin Financial Advisors, LLCSt. John$300/hr$1,000⁠–⁠$3,600Not published
Gunnell Financial PlanningPlainfield$150/hr$500Not published
Hamilton Wealth, LLCWestfieldNot published$1,000⁠–⁠$25,000Not published
Harmony Wealth Management LLCLowell$125/hr$1,000Not published
Heartland Financial PlannersFishers$299/hr$2,950Not published
Helping Hand Financial, LLCGreenwood$350/hrNot published$1,000⁠–⁠$6,000/yr
Hendershott Wealth Management, LLCFishers$350/hr$1,000⁠–⁠$12,000Not published
Highsmith Financial Planning, LLCBrownsburgNo AUM fee$230/hrNot publishedNot published
Hobbs Wealth ManagementZionsville$450/hr$2,500⁠–⁠$10,000Not published
Horizon Wealth Management, LLCNew AlbanyNo AUM fee$150⁠–⁠$500/hrNot publishedNot published
Human Capital Wealth ManagementFishers$250/hr$1,500⁠–⁠$5,000$250⁠–⁠$625/mo
Hurlow Wealth Management Group, Inc.Bloomington$350/hr$1,000⁠–⁠$20,000Not published
I4 Advisors LLCIndianapolis$200⁠–⁠$300/hrNot publishedNot published
Indy Advisors, LLC.Indianapolis$75⁠–⁠$150/hr$500⁠–⁠$2,000Not published
Indy Wealth Solutions, LLCIndianapolis$200/hr$600⁠–⁠$6,000Not published
Integrated Investment Strategies,inc.CarmelNot publishedNot published$3,500/yr
Invst, LLCIndianapolisNot publishedNot published$99/mo
Ivy Capital Management LLCIndianapolis$500⁠–⁠$750/hrNot publishedNot published
Keystone Financial Advisory, LLCCarmel$180/hrNot publishedNot published
Kiel Investment CompanyCarmel$150/hrNot publishedNot published
Kingdom FinancialSouth BendNot published$4,000⁠–⁠$7,000$1,250⁠–⁠$5,000/qtr
Korhorn Financial GroupGranger$50⁠–⁠$400/hr$1,000⁠–⁠$35,000Not published
Kotys Wealth ProfessionalsValparaiso$375/hrNot publishedNot published
Krouse Stureman & Associates, Inc.Fort Wayne$175/hrNot publishedNot published
Lauer Wealth ManagementValparaisoNot published$1,000⁠–⁠$50,000Not published
Lever Wealth ManagementEvansvilleNo AUM fee$300/hrUp to $10,000$15,000⁠–⁠$35,000/yr
Lewis Wealth Management, LLCCarmelNot published$6,000$2,400/yr
Lifecare Retirement Solutions Inc.New Castle$250/hr$1,000Not published
Lindsey Wealth ManagementVincennes$250/hr$500⁠–⁠$5,000Not published
Lion Quest LLCGreenfieldNot published$150⁠–⁠$5,000Not published
Mackhouse CapitalClarksville$150/hrNot publishedNot published
Marian Investor Coaching, Inc.Greenwood$150/hr$250⁠–⁠$500Not published
Maripau Wealth Management LLCFort WayneNot published$1,500⁠–⁠$3,500Not published
Mattix Wealth Management LLCJeffersonville$200/hr$1,500⁠–⁠$3,500Not published
Meridian Investment Advisors, Inc.Indianapolis$175⁠–⁠$250/hr$500⁠–⁠$2,000Not published
MFG Wealth Management, Inc.IndianapolisNot published$400⁠–⁠$10,000$600⁠–⁠$10,000/yr
Migration Wealth Management, LLCAvon$300/hr$300⁠–⁠$25,000$3,900/yr
Millennial Financial PlanningIndianapolisNot publishedNot published$50⁠–⁠$500/mo
MWM Advisory Group, LLCValparaiso$250/hr$2,000⁠–⁠$10,000Not published
Next Adventure Financial LLCLafayette$300/hr$500⁠–⁠$10,000Not published
Northbound WealthIndianapolis$250/hr$500⁠–⁠$5,000$100⁠–⁠$2,000/mo
Northwest Financial Services IncIndianapolisNot published$5,000$5,000/yr
Obsidiant Partners LLCCarmel$300/hrNot publishedNot published
Omni Wealth Planning, LLCWest LafayetteNo AUM fee$125⁠–⁠$250/hr$1,200⁠–⁠$8,000Not published
Optimized Capital LLCScherervilleNot publishedNot published$5,000/yr
Pace Financial Group, LLCFishersNo AUM fee$500/hrNot publishedNot published
Panoramic Financial PlanningCarmelNot published$4,000⁠–⁠$10,000$200/mo
Park + Elm Investment AdvisersCarmel$250/hrNot publishedNot published
Parks Wealth Management LLCLowell$200/hrNot publishedNot published
Pathway Financial Advisers, LLCAuburn$150/hrNot publishedNot published
Perspective Asset Management, LLCWestfield$125/hrNot publishedNot published
Piedmont Financial Advisors, LLCIndianapolisNo AUM feeNot publishedNot published$3,500/yr
Pillar Wealth LLCFranklinNot publishedNot published$515⁠–⁠$11,100/mo
Pinnacle Financial Group LLCValparaisoNot published$500Not published
Plan Wise Wealth Group, LLCIndianapolis$225/hr$1,000⁠–⁠$10,000Not published
PLC Wealth PartnersJeffersonvilleNot published$2,500⁠–⁠$4,000Not published
Precedent Financial StrategiesIndianapolis$350/hr$3,500⁠–⁠$15,000$7,500⁠–⁠$30,000/yr
Private Counsel Group, LTD.Indianapolis$250⁠–⁠$500/hrNot publishedNot published
Quantum Financial Services Inc.Indianapolis$300/hrNot publishedNot published
Raton WealthFishersNot published$500⁠–⁠$10,000$3,600/yr
Regal Capital Management, Inc.Bedford$100⁠–⁠$150/hrNot publishedNot published
Relevant Financial Advisors LLCElkhartNot published$5,000$3,500/yr
Remnant WealthCarmel$300/hr$1,000⁠–⁠$20,000Not published
Salt Light Investing for the GoodSeymourNot published$1,000⁠–⁠$5,000Not published
Santiago.lifeFishers$250/hr$5,000$750/mo
Sapient Capital LLCIndianapolisNot publishedNot published$10,000/yr
Schmidt Wealth Management, L.L.C.LawrenceburgUp to $250/hrUp to $10,000$1,562/mo
SDM Investments, LLCMerrillville$150/hrNot publishedNot published
Skyview Capital ManagementBrownsburg$250/hr$1,500⁠–⁠$10,000Not published
Smart Choice Financial Planning, Inc.St. JohnNo AUM fee$250/hrNot publishedNot published
Snowbird Financial LLCIndianapolis$50⁠–⁠$100/hr$500⁠–⁠$10,000Not published
Spectrum Advisors Financial, LLCRichmondNo AUM fee$200/hr$2,500Not published
Spyglass Investment ManagementTerre Haute$100/hrNot publishedNot published
SRL FinancialCiceroNo AUM feeNot publishedNot published$3,000⁠–⁠$18,000/yr
Storen FinancialZionsvilleNot published$1,000⁠–⁠$10,000Not published
Strong Financial ServicesIndianapolis$200/hrNot publishedNot published
Sunrift Capital Partners LLCPlainfield$250/hr$2,500⁠–⁠$5,000$1,500⁠–⁠$5,000/yr
Swartz Advisory LLCIndianapolis$100/hrNot publishedNot published
Sym Financial AdvisorsWinona LakeNot publishedNot published$4,000/yr
Tactical Wealth PartnersZionsvilleNot publishedNot published$400/mo
Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg$250/hrNot published$2,500/yr
The Financial Resource CenterCarmel$350⁠–⁠$400/hrNot published$1,750⁠–⁠$3,000/qtr
The Just CompanyIndianapolisNot published$750⁠–⁠$10,000Not published
The Other 90 Financial, LLCMount Vernon$350/hr$3,600$100⁠–⁠$3,000/mo
The Shield FinanceBloomingtonNot publishedNot published$99⁠–⁠$199/mo
Tradewell Tax & FinancialFort WayneNot published$1,000⁠–⁠$15,000Not published
True North WealthParker City$250/hr$500⁠–⁠$5,000Not published
True Wealth StewardsCarmel$300/hr$250⁠–⁠$25,000$3,000⁠–⁠$30,000/yr
Turtair Capital AdvisorsZionsvilleNot published$3,000⁠–⁠$10,000Not published
Uvest Advisory Group, LLCNewburghNot publishedNot published$7,500/yr
Valentine Wealth ManagementSeymour$250/hr$250⁠–⁠$25,000$330⁠–⁠$2,000/mo
Valeo Financial Advisors, LLCCarmelNot publishedNot published$10,000/yr
Vector Financial Services, LLCSyracuse$250/hrNot publishedNot published
Vitality Wealth PlanningElkhart$400/hr$2,400⁠–⁠$12,000$600⁠–⁠$3,000/qtr
Wagner Wealth Management LLCIndianapolisNot publishedNot published$500⁠–⁠$24,000/yr
Walsh AdvisorsCrown PointNot published$500$59/mo
Wealth Advisors GroupFort Wayne$200/hrNot publishedNot published
Wealth Team LLCFranklin$300/hrNot published$750⁠–⁠$10,000/yr
Wealthguides LLCIndianapolis$499/hrNot published$499/mo
Werner FinancialIndianapolis$500/hrNot published$1,000⁠–⁠$30,000/yr
Whicker Wealth Management, LLCClayton$250/hr$2,000⁠–⁠$7,500Not published
Winthrop Capital ManagementCarmel$150⁠–⁠$500/hr$500⁠–⁠$35,000Not published
Wright Planning, LLCFishersNo AUM fee$500/hrNot publishedNot published
Wwa Planning & InvestmentsColumbus$325/hr$800⁠–⁠$6,000$500/yr
Zaki Financial LLCIndianapolis$250/hr$2,000⁠–⁠$5,000Not published
Zyc Investment LLCNewburgh$150/hr$2,500⁠–⁠$20,000Not published
Other registered firms that do not publish dollar fees (97)

Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.

Cities in Indiana