Fee only financial advisors in Carmel, Indiana: hourly and flat fee prices
27 registered advisers based in Carmel offer financial planning for an hourly, fixed or subscription fee, with no commissions.
16 of the 27 fee only firms based in Carmel publish dollar fees. Their median hourly rate is $300 and their median flat or project fee is $7,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$300/hr | 9 firms |
| Flat or project fee | $7,000 | $6,000-$12,625 | 7 firms |
| Annual retainer | $9,950/yr | $3,500-$11,250/yr | 6 firms |
Fee only advisors in Carmel and their published fees
16 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Catalyze Wealth Management | Not published | Not published | $4,800-$15,000/yr |
| Circle City Wealth Management LLC | Not published | $500-$5,000 | Not published |
| Fortitude Private Wealth | $300/hr | $3,000-$10,000 | Not published |
| Fortress Capital Advisors | Not published | Not published | $7,500-$15,000/yr |
| Integrated Investment Strategies,inc. | Not published | Not published | $3,500/yr |
| Keystone Financial Advisory, LLC | $180/hr | Not published | Not published |
| Kiel Investment Company | $150/hr | Not published | Not published |
| Lewis Wealth Management, LLC | Not published | $6,000 | $2,400/yr |
| Obsidiant Partners LLC | $300/hr | Not published | Not published |
| Panoramic Financial Planning | Not published | $4,000-$10,000 | $200/mo |
| Park + Elm Investment Advisers | $250/hr | Not published | Not published |
| Remnant Wealth | $300/hr | $1,000-$20,000 | Not published |
| The Financial Resource Center | $350-$400/hr | Not published | $1,750-$3,000/qtr |
| True Wealth Stewards | $300/hr | $250-$25,000 | $3,000-$30,000/yr |
| Valeo Financial Advisors, LLC | Not published | Not published | $10,000/yr |
| Winthrop Capital Management | $150-$500/hr | $500-$35,000 | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (11)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Cade Group, Inc.
- Four Quadrant Wealth Advisors, Inc.
- Goelzer Investment Management
- Halter Ferguson Financial Inc
- Indie Asset Partners, LLC
- Legacy Financial Planners LLC
- MJ Retirement
- Oxford Financial Group, LTD
- Rockford Group Investment Advisor
- Shepherd Financial Investment Advisory LLC
- Vasquez Financial Consulting LLC