Fee-OnlyFinder

Flat / fixed fees in Indianapolis, IN

36 advisers in Indianapolis offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 36

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 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 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 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 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 reported
Elevated 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 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 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 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 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 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 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 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 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 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