{ "path": "/advisors/in/flat-fee", "url": "https://advisorcensus.com/advisors/in/flat-fee/page/3", "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": 3, "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": 307692, "name": "Helping Hand Financial, LLC", "name_as_filed": "HELPING HAND FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/helping-hand-financial-llc-greenwood-in-307692", "city": "Greenwood", "state": "IN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170839, "name": "Hendershott Wealth Management, LLC", "name_as_filed": "HENDERSHOTT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839", "city": "Fishers", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121607, "name": "Henthorn Agency, Inc.", "name_as_filed": "HENTHORN AGENCY, INC.", "url": "https://advisorcensus.com/firm/henthorn-agency-inc-beech-grove-in-121607", "city": "Beech Grove", "state": "IN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 152282, "name": "Highsmith Financial Planning, LLC", "name_as_filed": "HIGHSMITH FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/highsmith-financial-planning-llc-brownsburg-in-152282", "city": "Brownsburg", "state": "IN", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290981, "name": "Hilltop Wealth & Tax Solutions", "name_as_filed": "HILLTOP WEALTH & TAX SOLUTIONS", "url": "https://advisorcensus.com/firm/hilltop-wealth-and-tax-solutions-mishawaka-in-290981", "city": "Mishawaka", "state": "IN", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 325374, "name": "Hobbs Wealth Management", "name_as_filed": "HOBBS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hobbs-wealth-management-zionsville-in-325374", "city": "Zionsville", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305199, "name": "Hoosier Financial Planning, LLC", "name_as_filed": "HOOSIER FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/hoosier-financial-planning-llc-305199", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110642, "name": "Horizon Investment Services, LLC.", "name_as_filed": "HORIZON INVESTMENT SERVICES, LLC.", "url": "https://advisorcensus.com/firm/horizon-investment-services-llc-hammond-in-110642", "city": "Hammond", "state": "IN", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118731, "name": "Horizon Wealth Management, LLC", "name_as_filed": "HORIZON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/horizon-wealth-management-llc-new-albany-in-118731", "city": "New Albany", "state": "IN", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282712, "name": "Howard Bailey Securities, LLC", "name_as_filed": "HOWARD BAILEY SECURITIES, LLC", "url": "https://advisorcensus.com/firm/howard-bailey-securities-llc-fort-wayne-in-282712", "city": "Fort Wayne", "state": "IN", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319649, "name": "Human Capital Wealth Management", "name_as_filed": "HUMAN CAPITAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/human-capital-wealth-management-319649", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282587, "name": "Hurlow Wealth Management Group, Inc.", "name_as_filed": "HURLOW WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/hurlow-wealth-management-group-inc-bloomington-in-282587", "city": "Bloomington", "state": "IN", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154503, "name": "Indie Asset Partners, LLC", "name_as_filed": "INDIE ASSET PARTNERS, LLC", "url": "https://advisorcensus.com/firm/indie-asset-partners-llc-carmel-in-154503", "city": "Carmel", "state": "IN", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153824, "name": "Integrated Financial Planning Solutions, LLC", "name_as_filed": "INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/integrated-financial-planning-solutions-llc-goshen-in-153824", "city": "Goshen", "state": "IN", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286151, "name": "Integrated Planning & Wealth Management, LLC", "name_as_filed": "INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/integrated-planning-and-wealth-management-llc-carmel-in-286151", "city": "Carmel", "state": "IN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323750, "name": "Integrity Wealth Advisors", "name_as_filed": "INTEGRITY WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/integrity-wealth-advisors-granger-in-323750", "city": "Granger", "state": "IN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282863, "name": "Invst, LLC", "name_as_filed": "INVST, LLC", "url": "https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863", "city": "Indianapolis", "state": "IN", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 153696, "name": "Kessler Investment Group, LLC", "name_as_filed": "KESSLER INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/kessler-investment-group-llc-columbus-in-153696", "city": "Columbus", "state": "IN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328544, "name": "Kingdom Financial", "name_as_filed": "KINGDOM FINANCIAL", "url": "https://advisorcensus.com/firm/kingdom-financial-south-bend-in-328544", "city": "South Bend", "state": "IN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126051, "name": "Koon Financial Planning & CONSULTING/KFP&C", "name_as_filed": "KOON FINANCIAL PLANNING & CONSULTING/KFP&C", "url": "https://advisorcensus.com/firm/koon-financial-planning-and-consulting-kfp-and-c-greenwood-in-126051", "city": "Greenwood", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128606, "name": "Korhorn Financial Group", "name_as_filed": "KORHORN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/korhorn-financial-group-granger-in-128606", "city": "Granger", "state": "IN", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289763, "name": "Lauer Wealth Management", "name_as_filed": "LAUER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lauer-wealth-management-valparaiso-in-289763", "city": "Valparaiso", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165105, "name": "Laughlin Financial LLC", "name_as_filed": "LAUGHLIN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/laughlin-financial-llc-bloomington-in-165105", "city": "Bloomington", "state": "IN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332364, "name": "Lever Wealth Management", "name_as_filed": "LEVER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lever-wealth-management-332364", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289065, "name": "Lewis Wealth Management, LLC", "name_as_filed": "LEWIS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lewis-wealth-management-llc-carmel-in-289065", "city": "Carmel", "state": "IN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 291165, "name": "Lifecare Retirement Solutions Inc.", "name_as_filed": "LIFECARE RETIREMENT SOLUTIONS INC.", "url": "https://advisorcensus.com/firm/lifecare-retirement-solutions-inc-291165", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 129306, "name": "Lifelong Investsments", "name_as_filed": "LIFELONG INVESTSMENTS", "url": "https://advisorcensus.com/firm/lifelong-investsments-west-lafayette-in-129306", "city": "West Lafayette", "state": "IN", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 174054, "name": "Lindsey Wealth Management", "name_as_filed": "LINDSEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lindsey-wealth-management-vincennes-in-174054", "city": "Vincennes", "state": "IN", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305163, "name": "Lion Quest LLC", "name_as_filed": "LION QUEST LLC", "url": "https://advisorcensus.com/firm/lion-quest-llc-305163", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145399, "name": "LJI Wealth Management, LLC", "name_as_filed": "LJI WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399", "city": "Indianapolis", "state": "IN", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 284421, "name": "Lorenz Financial", "name_as_filed": "LORENZ FINANCIAL", "url": "https://advisorcensus.com/firm/lorenz-financial-284421", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116484, "name": "Luminary Wealth", "name_as_filed": "LUMINARY WEALTH", "url": "https://advisorcensus.com/firm/luminary-wealth-fort-wayne-in-116484", "city": "Fort Wayne", "state": "IN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108326, "name": "Lynch & Associates", "name_as_filed": "LYNCH & ASSOCIATES", "url": "https://advisorcensus.com/firm/lynch-and-associates-newburgh-in-108326", "city": "Newburgh", "state": "IN", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300368, "name": "Mabry Wealth Management, LLC", "name_as_filed": "MABRY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mabry-wealth-management-llc-fort-wayne-in-300368", "city": "Fort Wayne", "state": "IN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152951, "name": "Marian Investor Coaching, Inc.", "name_as_filed": "MARIAN INVESTOR COACHING, INC.", "url": "https://advisorcensus.com/firm/marian-investor-coaching-inc-greenwood-in-152951", "city": "Greenwood", "state": "IN", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311934, "name": "Maripau Wealth Management LLC", "name_as_filed": "MARIPAU WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/maripau-wealth-management-llc-fort-wayne-in-311934", "city": "Fort Wayne", "state": "IN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122212, "name": "Market Street Wealth Management Advisors, LLC", "name_as_filed": "MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212", "city": "Indianapolis", "state": "IN", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122084, "name": "McAvoy Kemp Wealth Management, LLC", "name_as_filed": "MCAVOY KEMP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mcavoy-kemp-wealth-management-llc-columbus-in-122084", "city": "Columbus", "state": "IN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107593, "name": "Meridian Investment Advisors, Inc.", "name_as_filed": "MERIDIAN INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/meridian-investment-advisors-inc-indianapolis-in-107593", "city": "Indianapolis", "state": "IN", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125963, "name": "MFG Wealth Management, Inc.", "name_as_filed": "MFG WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mfg-wealth-management-inc-indianapolis-in-125963", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 128905, "name": "Michael Associates, LLC", "name_as_filed": "MICHAEL ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/michael-associates-llc-indianapolis-in-128905", "city": "Indianapolis", "state": "IN", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 307447, "name": "Midwest Capital Financial Advisors, LLC", "name_as_filed": "MIDWEST CAPITAL FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/midwest-capital-financial-advisors-llc-decatur-in-307447", "city": "Decatur", "state": "IN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318660, "name": "Migration Wealth Management, LLC", "name_as_filed": "MIGRATION WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/migration-wealth-management-llc-318660", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338075, "name": "Millennial Financial Planning", "name_as_filed": "MILLENNIAL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/millennial-financial-planning-indianapolis-in-338075", "city": "Indianapolis", "state": "IN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164328, "name": "MJ Retirement", "name_as_filed": "MJ RETIREMENT", "url": "https://advisorcensus.com/firm/mj-retirement-carmel-in-164328", "city": "Carmel", "state": "IN", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106244, "name": "Monarch Capital Management Inc", "name_as_filed": "MONARCH CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/monarch-capital-management-inc-fort-wayne-in-106244", "city": "Fort Wayne", "state": "IN", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306457, "name": "Mulberry Investors LLC", "name_as_filed": "MULBERRY INVESTORS LLC", "url": "https://advisorcensus.com/firm/mulberry-investors-llc-306457", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 310866, "name": "MWM Advisory Group, LLC", "name_as_filed": "MWM ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/mwm-advisory-group-llc-valparaiso-in-310866", "city": "Valparaiso", "state": "IN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327945, "name": "Next Adventure Financial LLC", "name_as_filed": "NEXT ADVENTURE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/next-adventure-financial-llc-lafayette-in-327945", "city": "Lafayette", "state": "IN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311107, "name": "Northbound Wealth", "name_as_filed": "NORTHBOUND WEALTH", "url": "https://advisorcensus.com/firm/northbound-wealth-indianapolis-in-311107", "city": "Indianapolis", "state": "IN", "years_registered": 6, "raum_band": "25m_100m", "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" } }