Fee-OnlyFinder

Advisers in Indianapolis, IN

59 advisers in Indianapolis — 59 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (49)Hourly fees (37)Flat / fixed fees (36)% of assets managed (56)Retirement plan consulting (20)

All advisers

Abound Wealth Strategies9101 Wesleyan Rd, Ste 420 · Indianapolis, IN 46268 · (317) 672-2591 · Financial planningCRD 305362 · % of assets, Hourly charges, Fixed fees · $13.8 million AUMState registeredNo commissions reportedAn Exceptional Life Financial, LLC5455 W 86th St, Suite 205 · Indianapolis, IN 46268 · (317) 941-6492 · Financial planningCRD 288742 · % of assets, Hourly charges, Fixed fees · $258.9 million AUMSEC registeredNo commissions reportedAsset Management Strategies, INC.450 E. 96th Street, Suite 500 · Indianapolis, IN 46240 · (317) 577-6912 · Financial planningCRD 135173 · % of assets, Hourly charges, Fixed fees · $220.2 million AUMSEC registeredNo commissions reportedAustin Financial Strategies, INC.5110 Commerce Square Dr, Suite G · Indianapolis, IN 46237 · (317) 889-1506 · % of assets managedCRD 160828 · % of assets · $19.7 million AUMState registeredNo commissions reportedAxia Advisory20 E. 91st St, Ste 202 · Indianapolis, IN 46240 · (317) 630-2800 · Financial planningCRD 107571 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedBedel Financial Consulting INC8940 River Crossing Blvd., Suite 120 · Indianapolis, IN 46240 · (317) 843-1358 · Financial planningCRD 105653 · % of assets, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedBlend Wealth9800 Crosspoint Boulevard, Suite 200 · Indianapolis, IN 46256 · (317) 854-5656 · Financial planningCRD 316053 · % of assets, Fixed fees · $55.7 million AUMState registeredNo commissions reportedCapital Strategies, INC.6439 S. East Street · Indianapolis, IN 46227 · (317) 262-1700 · Hourly feesCRD 121704 · % of assets, Hourly charges · $41.1 million AUMState registeredNo commissions reportedCfg Wealth Management Services INC9840 Westpoint Drive, Suite 150 · Indianapolis, IN 46256 · (317) 841-7959 · Financial planningCRD 108351 · % of assets, Hourly charges, Fixed fees · $110.2 million AUMSEC registeredNo commissions reportedCharter Advisory Corporation250 E. 96th Street, Suite 200 · Indianapolis, IN 46240 · (317) 844-7416 · Financial planningCRD 113390 · % of assets, Hourly charges, Fixed fees · $333.1 million AUMSEC registeredNo commissions reported
Core Wealth Advisors150 W Market St, Suite 712 · Indianapolis, IN 46204 · (317) 497-0569 · Financial planningCRD 157436 · % of assets, Hourly charges · $143.8 million AUMSEC registeredNo commissions reportedCorwin Company LLC9045 River Road, Suite 401 · Indianapolis, IN 46240 · (317) 706-0818 · Financial planningCRD 285657 · % of assets, Hourly charges · $101.3 million AUMState registeredNo commissions reportedCurry Webb Wealth Management LLC500 E 96th Street, Suite #140 · Indianapolis, IN 46240 · (317) 999-5323 · Financial planningCRD 168692 · % of assets · $332.4 million AUMSEC registeredNo commissions reportedDeerfield310 E. 96th Street, Suite 375 · Indianapolis, IN 46240 · (317) 469-2455 · Financial planningCRD 104964 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedDel Principe O'Brien Financial Advisors3815 River Crossing Parkway, Suite 100 · Indianapolis, IN 46240 · (765) 479-2568 · Financial planningCRD 174935 · % of assets, Hourly charges · $35.0 million AUMState registeredNo commissions reportedEagle Investors LLC8520 Allison Pointe Blvd Ste 223, Pmb 33259 · Indianapolis, IN 46250 · (937) 478-5997 · Flat / fixed feesCRD 316259 · Subscription fees, Fixed feesState registeredNo commissions reportedElevated Financial Group500 E. 96th Street, Suite 125 · Indianapolis, IN 46240 · (317) 533-7721 · Financial planningCRD 334353 · % of assets, Hourly charges, Fixed fees · $532.0 million AUMSEC registeredNo commissions reportedElser Financial Planning, INC.8900 Keystone Crossing, Suite 450 · Indianapolis, IN 46240 · (317) 731-5615 · Financial planningCRD 143311 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedFi3 Financial Advisors, LLC8900 Keystone Crossing, Suite 225 · Indianapolis, IN 46240 · (317) 426-8800 · Financial planningCRD 168005 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedFierce Wealth Management Group LLC9045 River Road, Suite 401 · Indianapolis, IN 46240 · (317) 608-6545 · Financial planningCRD 329282 · % of assets, Hourly charges, Fixed fees · $69.2 million AUMState registeredNo commissions reportedFnex Wealth, LLCOne Indiana Square, Suite 2252 · Indianapolis, IN 46204 · (317) 445-7676 · % of assets managedCRD 334569 · % of assets · $122.3 million AUMSEC registeredNo commissions reportedFuhrmann Capital9511 Angola CT, #200 · Indianapolis, IN 46268 · (214) 641-2827 · Financial planningCRD 151846 · % of assets · $60.6 million AUMState registeredNo commissions reportedGenuine Wealth Advisors, LLC10475 Crosspoint Blvd., Suite 250 · Indianapolis, IN 46256 · (317) 207-5596 · Financial planningCRD 313842 · % of assets, Hourly charges, Fixed fees · $76.5 million AUMState registeredNo commissions reportedHarbour Wealth Partners, INC.9820 Westpoint Drive, Suite 400 · Indianapolis, IN 46256 · (317) 579-4844 · Financial planningCRD 122648 · Hourly charges, Fixed feesState registeredNo commissions reportedI4 Advisors LLC6905 E. 96th Street, Suite 100 · Indianapolis, IN 46250 · (317) 251-6770 · Financial planningCRD 157911 · % of assets, Hourly charges · $10.0 million AUMState registeredNo commissions reportedInvestment Advisors of Indianapolis INC9302 North Meridian Street, Suite 333 · Indianapolis, IN 46260 · (317) 574-8005 · % of assets managedCRD 109220 · % of assets, Other · $108.1 million AUMState registeredNo commissions reportedInvst, LLC3625 E 96th St · Indianapolis, IN 46240 · (317) 202-1891 · Financial planningCRD 282863 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedMarket Street Wealth Management Advisors, LLC3105 E 98th Street, Suite 170 · Indianapolis, IN 46280 · (317) 552-0505 · Financial planningCRD 122212 · % of assets, Hourly charges, Fixed fees · $776.0 million AUMSEC registeredNo commissions reportedMeridian Investment Advisors, INC.10321 N. Pennsylvania St. · Indianapolis, IN 46280 · (317) 573-5257 · Financial planningCRD 107593 · % of assets, Hourly charges, Fixed fees · $628.0 million AUMSEC registeredNo commissions reportedMfg Wealth Management, INC.6920 South East St, Ste E · Indianapolis, IN 46227 · (317) 780-1006 · Financial planningCRD 125963 · % of assets, Hourly charges, Fixed fees · $146.0 million AUMSEC registeredNo commissions reportedMichael Associates, LLC600 East 96th Street, Suite 505 · Indianapolis, IN 46240 · (317) 574-2124 · Financial planningCRD 128905 · Fixed feesState registeredNo commissions reportedMindset Wealth Management, LLC8275 Allison Pointe Trail, Suite 230 · Indianapolis, IN 46250 · (317) 348-4655 · Financial planningCRD 330384 · % of assets · $445.5 million AUMSEC registeredNo commissions reportedMorris Group Advisory Service, INC8445 Keystone Crossing Ste 240 · Indianapolis, IN 46240 · (317) 217-5440 · % of assets managedCRD 121706 · % of assets · $18.6 million AUMState registeredNo commissions reportedMy-Financial-Advocate4839 Mallard View Lane · Indianapolis, IN 46226 · (866) 734-9688 · Financial planningCRD 159638 · % of assets, Hourly charges · $8.1 million AUMState registeredNo commissions reportedNearside Advisors, LLC1060 North Capitol Ave, Suite 3-101 · Indianapolis, IN 46204 · (317) 610-6650 · Financial planningCRD 341851 · % of assets · $188.6 million AUMSEC registeredNo commissions reportedNorthbound Wealth9247 N. Meridian Street, Suite 206 · Indianapolis, IN 46260 · (317) 399-1107 · Financial planningCRD 311107 · % of assets, Hourly charges, Fixed fees · $43.5 million AUMState registeredNo commissions reportedNorthwest Financial Services INC9333 N Meridian St, Ste 300 · Indianapolis, IN 46260 · (317) 844-0448 · Financial planningCRD 106805 · % of assets, Fixed fees · $634.9 million AUMSEC registeredNo commissions reportedOneamerica Securities, INC.One American Square · Indianapolis, IN 46282 · (877) 285-3863 · Financial planningCRD 4173 · % of assets, Hourly charges, Fixed fees · $306.1 million AUMSEC registeredNo commissions reportedPeloton Capital Management8500 Keystone Crossing, Suite 450 · Indianapolis, IN 46240 · (317) 559-1700 · Financial planningCRD 109775 · % of assets, Hourly charges, Fixed fees · $282.0 million AUMSEC registeredNo commissions reportedPile Wealth ManagementOne Indiana Square, Suite 1200 · Indianapolis, IN 46204 · (317) 269-3454 · Financial planningCRD 111536 · % of assets · $188.7 million AUMSEC registeredNo commissions reportedPlan Wise Wealth Group, LLC9998 Crosspoint Blvd, Suite 320 · Indianapolis, IN 46256 · (317) 759-7328 · Financial planningCRD 333706 · % of assets, Hourly charges, Fixed fees · $8.2 million AUMState registeredNo commissions reportedPotts, Hannah & Fischer Wealth Management Group, LLC7855 South Emerson Ave., Suite S · Indianapolis, IN 46237 · (317) 888-1400 · % of assets managedCRD 156003 · % of assets · $1.3 million AUMState registeredNo commissions reportedPrecedent Financial Strategies9000 Keystone Crossing, Suite 145 · Indianapolis, IN 46240 · (800) 264-9908 · Financial planningCRD 169100 · % of assets, Hourly charges, Fixed fees · $111.5 million AUMSEC registeredNo commissions reportedPrivate Counsel Group, LTD.350 Massachusetts Ave, Suite 300 · Indianapolis, IN 46204 · (317) 627-8957 · Financial planningCRD 300083 · % of assets, Hourly charges · $116.0 million AUMSEC registeredNo commissions reportedProvider Financial, INC.3091 East 98th Street, Suite 200 · Indianapolis, IN 46280 · (317) 706-0890 · Financial planningCRD 168964 · % of assets, Hourly charges · $304.0 million AUMSEC registeredNo commissions reportedQuantum Financial Services INC.7400 Shadeland Ave, Suite 220 · Indianapolis, IN 46250 · (317) 845-1786 · Financial planningCRD 121631 · % of assets, Hourly charges, Fixed fees · $730.9 million AUMSEC registeredNo commissions reportedReify Wealth Advisors, INC.3500 Depauw Blvd., Suite 1035 · Indianapolis, IN 46268 · (317) 872-5090 · Financial planningCRD 121978 · % of assets, Hourly charges · $524.4 million AUMSEC registeredNo commissions reportedSapient Capital LLC401 Pennsylvania Pkwy, Suite 100 · Indianapolis, IN 46280 · (317) 719-0157 · Financial planningCRD 324899 · % of assets, Fixed fees, Performance-based fees · $13.8 billion AUMSEC registeredNo commissions reportedThe Wellington Grp LLC9000 Keystone Crossing, Suite 400 · Indianapolis, IN 46240 · (317) 846-5055 · Financial planningCRD 332803 · % of assets, Other · $473.6 million AUMSEC registeredNo commissions reportedThurston Springer Advisors9000 Keystone Crossing, Seventh Floor · Indianapolis, IN 46240 · (317) 581-4000 · Financial planningCRD 299201 · % of assets, Hourly charges, Fixed fees · $6.0 billion AUMSEC registeredNo commissions reportedTitan Investment Management LLC8606 Allisonville Rd., Suite #260 · Indianapolis, IN 46250 · (765) 418-8223 · % of assets managedCRD 291148 · % of assets · $123.9 million AUMSEC registeredNo commissions reportedTrust Investment Advisors301 Pennsylvania Parkway, Suite 301 · Indianapolis, IN 46280 · (317) 253-2000 · Financial planningCRD 309233 · % of assets, Other · $238.9 million AUMSEC registeredNo commissions reportedTurpin & Associates INC7098 N Shadeland Avenue, Suite C · Indianapolis, IN 46220 · (317) 362-9697 · % of assets managedCRD 122841 · % of assets · $6.3 million AUMState registeredNo commissions reportedVertical Wealth, LLC6402 Corporate Drive, Suite 102 · Indianapolis, IN 46278 · (317) 456-5444 · Financial planningCRD 158010 · % of assets, Hourly charges, Fixed fees · $31.7 million AUMState registeredNo commissions reportedWallington Asset Management8900 Keystone Crossing, Suite 1015 · Indianapolis, IN 46240 · (317) 575-8670 · Financial planningCRD 143360 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedWealthguides LLC5915 N. College Ave Ste 208 · Indianapolis, IN 46220 · (317) 533-7707 · Financial planningCRD 329822 · % of assets, Hourly charges, Fixed fees · $4.4 million AUMState registeredNo commissions reportedWerner Financial4022 E Southport Road · Indianapolis, IN 46237 · (317) 735-9202 · Financial planningCRD 315220 · % of assets, Hourly charges, Fixed fees · $152.4 million AUMSEC registeredNo commissions reportedWoodley Farra8555 N. River Road, Suite 400 · Indianapolis, IN 46240 · (317) 269-0224 · Flat / fixed feesCRD 107660 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedZaki Financial LLC9753 Crosspoint Blvd, Suite 220 · Indianapolis, IN 46256 · (317) 208-5566 · Financial planningCRD 297921 · % of assets, Hourly charges, Fixed fees · $7.1 million AUMState registeredNo commissions reported
Talking to advisers in Indianapolis? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.