{ "path": "/advisors/in/flat-fee", "url": "https://advisorcensus.com/advisors/in/flat-fee", "page_type": "state_fee", "title": "Flat-fee financial advisors in Indiana", "filters": {}, "scope_total": 242, "faq": [ { "q": "How many financial advisory firms are there in Indiana?", "a": "AdvisorCensus lists 417 investment advisory firms with a principal office in Indiana, from Form ADV filings as of October 2026: 153 SEC-registered, 243 state-registered, and 21 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Indiana?", "a": "171 of the 417 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Indiana offer financial planning?", "a": "295 of the 396 firms in Indiana that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Indiana fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 171 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 242 investment advisory firms with a principal office in Indiana that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Indiana: 242 firms from Form ADV filings as of October 2026.", "total_firms": 242, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 101, "state": 141, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 101 }, { "code": "percentage_of_aum", "count": 210 }, { "code": "hourly", "count": 160 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 242 }, { "code": "commissions", "count": 14 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 87 }, { "code": "5_to_9", "count": 53 }, { "code": "10_to_19", "count": 58 }, { "code": "20_plus", "count": 44 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 76 }, { "code": "25m_100m", "count": 38 }, { "code": "100m_500m", "count": 52 }, { "code": "500m_1b", "count": 21 }, { "code": "1b_5b", "count": 21 }, { "code": "over_5b", "count": 8 }, { "code": "not_reported", "count": 26 } ], "firms": [ { "crd_number": 305362, "name": "Abound Wealth Strategies", "name_as_filed": "ABOUND WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/abound-wealth-strategies-indianapolis-in-305362", "city": "Indianapolis", "state": "IN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 227786, "name": "Above & Beyond Investments, LLC", "name_as_filed": "ABOVE & BEYOND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/above-and-beyond-investments-llc-bloomington-in-227786", "city": "Bloomington", "state": "IN", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 286517, "name": "Affinity Financial - the Walker Group LLC", "name_as_filed": "AFFINITY FINANCIAL - THE WALKER GROUP LLC", "url": "https://advisorcensus.com/firm/affinity-financial-the-walker-group-llc-286517", "city": null, "state": null, "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164651, "name": "AFP Group, LLC", "name_as_filed": "AFP GROUP, LLC", "url": "https://advisorcensus.com/firm/afp-group-llc-164651", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106321, "name": "AMI Investment Management Inc", "name_as_filed": "AMI INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/ami-investment-management-inc-kendallville-in-106321", "city": "Kendallville", "state": "IN", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288742, "name": "An Exceptional Life Financial, LLC", "name_as_filed": "AN EXCEPTIONAL LIFE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/an-exceptional-life-financial-llc-indianapolis-in-288742", "city": "Indianapolis", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122236, "name": "Anweiler Financial Management, LLC", "name_as_filed": "ANWEILER FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/anweiler-financial-management-llc-new-haven-in-122236", "city": "New Haven", "state": "IN", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298437, "name": "Apple Tree Asset Management, LLC", "name_as_filed": "APPLE TREE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/apple-tree-asset-management-llc-fort-wayne-in-298437", "city": "Fort Wayne", "state": "IN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136403, "name": "Archer Investment Corporation", "name_as_filed": "ARCHER INVESTMENT CORPORATION", "url": "https://advisorcensus.com/firm/archer-investment-corporation-carmel-in-136403", "city": "Carmel", "state": "IN", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326631, "name": "Arena Wealth Management LLC", "name_as_filed": "ARENA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arena-wealth-management-llc-fort-wayne-in-326631", "city": "Fort Wayne", "state": "IN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135173, "name": "Asset Management Strategies, Inc.", "name_as_filed": "ASSET MANAGEMENT STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/asset-management-strategies-inc-indianapolis-in-135173", "city": "Indianapolis", "state": "IN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148274, "name": "Atis", "name_as_filed": "ATIS", "url": "https://advisorcensus.com/firm/atis-highland-in-148274", "city": "Highland", "state": "IN", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106107, "name": "Atlas Capital Management Corp", "name_as_filed": "ATLAS CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/atlas-capital-management-corp-ft-wayne-in-106107", "city": "Ft Wayne", "state": "IN", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 114311, "name": "Avalon Wealth Advisory, Inc.", "name_as_filed": "AVALON WEALTH ADVISORY, INC.", "url": "https://advisorcensus.com/firm/avalon-wealth-advisory-inc-indianapolis-in-114311", "city": "Indianapolis", "state": "IN", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107571, "name": "Axia Advisory", "name_as_filed": "AXIA ADVISORY", "url": "https://advisorcensus.com/firm/axia-advisory-indianapolis-in-107571", "city": "Indianapolis", "state": "IN", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306618, "name": "Axiom Financial Strategies Group, LLC", "name_as_filed": "AXIOM FINANCIAL STRATEGIES GROUP, LLC", "url": "https://advisorcensus.com/firm/axiom-financial-strategies-group-llc-new-albany-in-306618", "city": "New Albany", "state": "IN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137720, "name": "Axis Financial, LLC", "name_as_filed": "AXIS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/axis-financial-llc-odon-in-137720", "city": "Odon", "state": "IN", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 116965, "name": "Aydt Investment Management, Inc.", "name_as_filed": "AYDT INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/aydt-investment-management-inc-evansville-in-116965", "city": "Evansville", "state": "IN", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105123, "name": "Baxter Capital Management Inc", "name_as_filed": "BAXTER CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/baxter-capital-management-inc-indianapolis-in-105123", "city": "Indianapolis", "state": "IN", "years_registered": 47, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311324, "name": "BBK Wealth LLC", "name_as_filed": "BBK WEALTH LLC", "url": "https://advisorcensus.com/firm/bbk-wealth-llc-fishers-in-311324", "city": "Fishers", "state": "IN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340096, "name": "Beacon Financial Planning", "name_as_filed": "BEACON FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/beacon-financial-planning-340096", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105653, "name": "Bedel Financial Consulting Inc", "name_as_filed": "BEDEL FINANCIAL CONSULTING INC", "url": "https://advisorcensus.com/firm/bedel-financial-consulting-inc-indianapolis-in-105653", "city": "Indianapolis", "state": "IN", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334845, "name": "Best Case Financial", "name_as_filed": "BEST CASE FINANCIAL", "url": "https://advisorcensus.com/firm/best-case-financial-greencastle-in-334845", "city": "Greencastle", "state": "IN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171652, "name": "Bischoff Wealth Management Group, LLC", "name_as_filed": "BISCHOFF WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/bischoff-wealth-management-group-llc-greenwood-in-171652", "city": "Greenwood", "state": "IN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139859, "name": "Blackwood Investment Group, LLC", "name_as_filed": "BLACKWOOD INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/blackwood-investment-group-llc-indianapolis-in-139859", "city": "Indianapolis", "state": "IN", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316053, "name": "Blend Wealth", "name_as_filed": "BLEND WEALTH", "url": "https://advisorcensus.com/firm/blend-wealth-indianapolis-in-316053", "city": "Indianapolis", "state": "IN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305301, "name": "Bookends Financial Planning", "name_as_filed": "BOOKENDS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/bookends-financial-planning-indianapolis-in-305301", "city": "Indianapolis", "state": "IN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 150936, "name": "Brightstone Advisors LLP", "name_as_filed": "BRIGHTSTONE ADVISORS LLP", "url": "https://advisorcensus.com/firm/brightstone-advisors-llp-fishers-in-150936", "city": "Fishers", "state": "IN", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339017, "name": "C.R. Retirement Strategies, LLC", "name_as_filed": "C.R. RETIREMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/c-r-retirement-strategies-llc-339017", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114970, "name": "Cade Group, Inc.", "name_as_filed": "CADE GROUP, INC.", "url": "https://advisorcensus.com/firm/cade-group-inc-carmel-in-114970", "city": "Carmel", "state": "IN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 334890, "name": "CAE Investment Advisory, LLC", "name_as_filed": "CAE INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/cae-investment-advisory-llc-lafayette-in-334890", "city": "Lafayette", "state": "IN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "subscription", "fixed" ], "enhanced": false }, { "crd_number": 297578, "name": "Capital Advisor Network", "name_as_filed": "CAPITAL ADVISOR NETWORK", "url": "https://advisorcensus.com/firm/capital-advisor-network-lafayette-in-297578", "city": "Lafayette", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116185, "name": "Capital Cities Investments", "name_as_filed": "CAPITAL CITIES INVESTMENTS", "url": "https://advisorcensus.com/firm/capital-cities-investments-indianapolis-in-116185", "city": "Indianapolis", "state": "IN", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 122916, "name": "Capital Cities, LLC", "name_as_filed": "CAPITAL CITIES, LLC", "url": "https://advisorcensus.com/firm/capital-cities-llc-indianapolis-in-122916", "city": "Indianapolis", "state": "IN", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122357, "name": "Capstone Wealth Advisors,inc.", "name_as_filed": "CAPSTONE WEALTH ADVISORS,INC.", "url": "https://advisorcensus.com/firm/capstone-wealth-advisors-inc-indianpolis-in-122357", "city": "Indianpolis", "state": "IN", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300078, "name": "Catalyze Wealth Management", "name_as_filed": "CATALYZE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/catalyze-wealth-management-carmel-in-300078", "city": "Carmel", "state": "IN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149225, "name": "CBG & Company, Inc.", "name_as_filed": "CBG & COMPANY, INC.", "url": "https://advisorcensus.com/firm/cbg-and-company-inc-fishers-in-149225", "city": "Fishers", "state": "IN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108351, "name": "CFG Wealth Management Services Inc", "name_as_filed": "CFG WEALTH MANAGEMENT SERVICES INC", "url": "https://advisorcensus.com/firm/cfg-wealth-management-services-inc-indianapolis-in-108351", "city": "Indianapolis", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113390, "name": "Charter Advisory Corporation", "name_as_filed": "CHARTER ADVISORY CORPORATION", "url": "https://advisorcensus.com/firm/charter-advisory-corporation-indianapolis-in-113390", "city": "Indianapolis", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340992, "name": "Cherry Wealth Management LLC", "name_as_filed": "CHERRY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cherry-wealth-management-llc-lebanon-in-340992", "city": "Lebanon", "state": "IN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291604, "name": "Circle City Wealth Management LLC", "name_as_filed": "CIRCLE CITY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/circle-city-wealth-management-llc-carmel-in-291604", "city": "Carmel", "state": "IN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 338379, "name": "Civitas Financial LLC", "name_as_filed": "CIVITAS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/civitas-financial-llc-indianapolis-in-338379", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 301195, "name": "Clinton Burch Financial Planning", "name_as_filed": "CLINTON BURCH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/clinton-burch-financial-planning-301195", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109131, "name": "Compass Financial Advisors LLC", "name_as_filed": "COMPASS FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/compass-financial-advisors-llc-fort-wayne-in-109131", "city": "Fort Wayne", "state": "IN", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310603, "name": "Comprehensive Financial Consultants", "name_as_filed": "COMPREHENSIVE FINANCIAL CONSULTANTS", "url": "https://advisorcensus.com/firm/comprehensive-financial-consultants-cicero-in-310603", "city": "Cicero", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122684, "name": "Cornerstone Advisory, LLC", "name_as_filed": "CORNERSTONE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/cornerstone-advisory-llc-greenfield-in-122684", "city": "Greenfield", "state": "IN", "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 109032, "name": "Creative Financial Designs, Inc.", "name_as_filed": "CREATIVE FINANCIAL DESIGNS, INC.", "url": "https://advisorcensus.com/firm/creative-financial-designs-inc-kokomo-in-109032", "city": "Kokomo", "state": "IN", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 292627, "name": "CX Institutional, LLC", "name_as_filed": "CX INSTITUTIONAL, LLC", "url": "https://advisorcensus.com/firm/cx-institutional-llc-auburn-in-292627", "city": "Auburn", "state": "IN", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301321, "name": "CXI Advisors, LLC", "name_as_filed": "CXI ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cxi-advisors-llc-auburn-in-301321", "city": "Auburn", "state": "IN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285030, "name": "Daviman Financial, LLC", "name_as_filed": "DAVIMAN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/daviman-financial-llc-fishers-in-285030", "city": "Fishers", "state": "IN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/in", "label": "Financial advisors in Indiana" }, "fee_pages": [ { "path": "/advisors/in/fee-only", "label": "Fee-only financial advisors in Indiana", "firm_count": 171 }, { "path": "/advisors/in/hourly", "label": "Hourly financial advisors in Indiana", "firm_count": 218 } ], "metro_fee_pages": [ { "path": "/advisors/in/indianapolis/flat-fee", "firm_count": 116, "label": "Flat-fee financial advisors in Indianapolis, IN" }, { "path": "/advisors/in/fort-wayne/flat-fee", "firm_count": 23, "label": "Flat-fee financial advisors in Fort Wayne, IN" }, { "path": "/advisors/in/lafayette/flat-fee", "firm_count": 7, "label": "Flat-fee financial advisors in Lafayette, IN" }, { "path": "/advisors/in/evansville/flat-fee", "firm_count": 6, "label": "Flat-fee financial advisors in Evansville, IN" }, { "path": "/advisors/in/south-bend/flat-fee", "firm_count": 6, "label": "Flat-fee financial advisors in South Bend, IN" }, { "path": "/advisors/in/bloomington/flat-fee", "firm_count": 4, "label": "Flat-fee financial advisors in Bloomington, IN" }, { "path": "/advisors/in/columbus/flat-fee", "firm_count": 3, "label": "Flat-fee financial advisors in Columbus, IN" }, { "path": "/advisors/in/elkhart/flat-fee", "firm_count": 3, "label": "Flat-fee financial advisors in Elkhart, IN" }, { "path": "/advisors/in/kokomo/flat-fee", "firm_count": 2, "label": "Flat-fee financial advisors in Kokomo, IN" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }