{
  "path": "/advisors/in/flat-fee",
  "url": "https://advisorcensus.com/advisors/in/flat-fee/page/2",
  "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": 2,
  "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": 153303,
      "name": "Davison Wealth Management, LLC",
      "name_as_filed": "DAVISON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/davison-wealth-management-llc-153303",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104964,
      "name": "Deerfield",
      "name_as_filed": "DEERFIELD",
      "url": "https://advisorcensus.com/firm/deerfield-indianapolis-in-104964",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 41,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298335,
      "name": "Dentvest LLC",
      "name_as_filed": "DENTVEST LLC",
      "url": "https://advisorcensus.com/firm/dentvest-llc-298335",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124281,
      "name": "Dickmeyer Boyce Financial Management, Inc",
      "name_as_filed": "DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/dickmeyer-boyce-financial-management-inc-fort-wayne-in-124281",
      "city": "Fort Wayne",
      "state": "IN",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164635,
      "name": "Diem Wealth Management",
      "name_as_filed": "DIEM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/diem-wealth-management-fort-wayne-in-164635",
      "city": "Fort Wayne",
      "state": "IN",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106131,
      "name": "Donaldson Capital Management LLC",
      "name_as_filed": "DONALDSON CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/donaldson-capital-management-llc-evansville-in-106131",
      "city": "Evansville",
      "state": "IN",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137767,
      "name": "Doyle Investment Management",
      "name_as_filed": "DOYLE INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/doyle-investment-management-137767",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332409,
      "name": "Dreamvision Capital",
      "name_as_filed": "DREAMVISION CAPITAL",
      "url": "https://advisorcensus.com/firm/dreamvision-capital-332409",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323407,
      "name": "Dynamic Legacy Planning",
      "name_as_filed": "DYNAMIC LEGACY PLANNING",
      "url": "https://advisorcensus.com/firm/dynamic-legacy-planning-greenfield-in-323407",
      "city": "Greenfield",
      "state": "IN",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316259,
      "name": "Eagle Investors LLC",
      "name_as_filed": "EAGLE INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/eagle-investors-llc-indianapolis-in-316259",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334353,
      "name": "Elevated Financial Group",
      "name_as_filed": "ELEVATED FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/elevated-financial-group-indianapolis-in-334353",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121635,
      "name": "Eley-Graham-Austgen Financial Advisory Services",
      "name_as_filed": "ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES",
      "url": "https://advisorcensus.com/firm/eley-graham-austgen-financial-advisory-services-crown-point-in-121635",
      "city": "Crown Point",
      "state": "IN",
      "years_registered": 41,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143311,
      "name": "Elser Financial Planning, Inc.",
      "name_as_filed": "ELSER FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/elser-financial-planning-inc-indianapolis-in-143311",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154901,
      "name": "Endress Capital Management, L.L.C.",
      "name_as_filed": "ENDRESS CAPITAL MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/endress-capital-management-l-l-c-154901",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171453,
      "name": "Evia Investment Advisors",
      "name_as_filed": "EVIA INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/evia-investment-advisors-171453",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168005,
      "name": "FI3 Financial Advisors, LLC",
      "name_as_filed": "FI3 FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fi3-financial-advisors-llc-indianapolis-in-168005",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329282,
      "name": "Fierce Wealth Management Group LLC",
      "name_as_filed": "FIERCE WEALTH MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/fierce-wealth-management-group-llc-indianapolis-in-329282",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159017,
      "name": "Financial Enhancement Group",
      "name_as_filed": "FINANCIAL ENHANCEMENT GROUP",
      "url": "https://advisorcensus.com/firm/financial-enhancement-group-anderson-in-159017",
      "city": "Anderson",
      "state": "IN",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121034,
      "name": "Financial Planning Services",
      "name_as_filed": "FINANCIAL PLANNING SERVICES",
      "url": "https://advisorcensus.com/firm/financial-planning-services-fort-wayne-in-121034",
      "city": "Fort Wayne",
      "state": "IN",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123793,
      "name": "Financial Plans & Strategies, Inc.",
      "name_as_filed": "FINANCIAL PLANS & STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/financial-plans-and-strategies-inc-greenwood-in-123793",
      "city": "Greenwood",
      "state": "IN",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340465,
      "name": "Foresight Wealth Advisory, LLC",
      "name_as_filed": "FORESIGHT WEALTH ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/foresight-wealth-advisory-llc-indianapolis-in-340465",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332137,
      "name": "Fortified Wealth",
      "name_as_filed": "FORTIFIED WEALTH",
      "url": "https://advisorcensus.com/firm/fortified-wealth-elkhart-in-332137",
      "city": "Elkhart",
      "state": "IN",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290074,
      "name": "Fortitude Private Wealth",
      "name_as_filed": "FORTITUDE PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/fortitude-private-wealth-carmel-in-290074",
      "city": "Carmel",
      "state": "IN",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323182,
      "name": "Fortress Capital Advisors",
      "name_as_filed": "FORTRESS CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/fortress-capital-advisors-carmel-in-323182",
      "city": "Carmel",
      "state": "IN",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143075,
      "name": "Forum Private Client Group",
      "name_as_filed": "FORUM PRIVATE CLIENT GROUP",
      "url": "https://advisorcensus.com/firm/forum-private-client-group-fishers-in-143075",
      "city": "Fishers",
      "state": "IN",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343491,
      "name": "Foster Financial Services, LLC",
      "name_as_filed": "FOSTER FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/foster-financial-services-llc-fort-wayne-in-343491",
      "city": "Fort Wayne",
      "state": "IN",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297840,
      "name": "Foundational Financial Advisors, LLC",
      "name_as_filed": "FOUNDATIONAL FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/foundational-financial-advisors-llc-297840",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130753,
      "name": "Four Quadrant Wealth Advisors, Inc.",
      "name_as_filed": "FOUR QUADRANT WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/four-quadrant-wealth-advisors-inc-carmel-in-130753",
      "city": "Carmel",
      "state": "IN",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299895,
      "name": "Foxworthy Wealth Advisors, LLC",
      "name_as_filed": "FOXWORTHY WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/foxworthy-wealth-advisors-llc-fort-wayne-in-299895",
      "city": "Fort Wayne",
      "state": "IN",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121628,
      "name": "Freeman, Will & Niemeier, Inc.",
      "name_as_filed": "FREEMAN, WILL & NIEMEIER, INC.",
      "url": "https://advisorcensus.com/firm/freeman-will-and-niemeier-inc-evansville-in-121628",
      "city": "Evansville",
      "state": "IN",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329813,
      "name": "Full of Grace Financial",
      "name_as_filed": "FULL OF GRACE FINANCIAL",
      "url": "https://advisorcensus.com/firm/full-of-grace-financial-329813",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107218,
      "name": "Galecki Financial Management Inc",
      "name_as_filed": "GALECKI FINANCIAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/galecki-financial-management-inc-fort-wayne-in-107218",
      "city": "Fort Wayne",
      "state": "IN",
      "years_registered": 32,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343600,
      "name": "Gates Integrated Financial & Tax, LLC",
      "name_as_filed": "GATES INTEGRATED FINANCIAL & TAX, LLC",
      "url": "https://advisorcensus.com/firm/gates-integrated-financial-and-tax-llc-343600",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331696,
      "name": "Gentry Financial",
      "name_as_filed": "GENTRY FINANCIAL",
      "url": "https://advisorcensus.com/firm/gentry-financial-331696",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313842,
      "name": "Genuine Wealth Advisors, LLC",
      "name_as_filed": "GENUINE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/genuine-wealth-advisors-llc-indianapolis-in-313842",
      "city": "Indianapolis",
      "state": "IN",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298164,
      "name": "Gerber Wealth, LLC",
      "name_as_filed": "GERBER WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/gerber-wealth-llc-298164",
      "city": null,
      "state": null,
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      "crd_number": 122648,
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      "url": "https://advisorcensus.com/firm/harbour-wealth-partners-inc-indianapolis-in-122648",
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      "name_as_filed": "HEARTLAND FINANCIAL PLANNERS",
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  },
  "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"
  }
}
