# Flat-fee financial advisors in Indianapolis, IN

> AdvisorCensus lists 116 investment advisory firms with a principal office in the Indianapolis metro area 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/in/indianapolis/flat-fee/page/2

## At a glance

- Investment advisory firms: 116
- Registration: SEC-registered investment adviser: 61, State-registered investment adviser: 55
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 44 (38%); Percentage of assets 104 (90%); Hourly charges 79 (68%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 116 (100%); Commissions 9 (8%); Performance-based fees 5 (4%); Other 13 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 25 (22%); $25 million to $100 million 20 (17%); $100 million to $500 million 31 (27%); $500 million to $1 billion 11 (9%); $1 billion to $5 billion 13 (11%); Over $5 billion 7 (6%); Not reported 9 (8%)
- Years registered: Under 5 years 43 (37%); 5 to 9 years 25 (22%); 10 to 19 years 27 (23%); 20 years or more 21 (18%)

## Firms (page 2 of 3, 51 to 100 of 116, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Helix Wealth](https://advisorcensus.com/firm/helix-wealth-fishers-in-343292) ([md](https://advisorcensus.com/firm/helix-wealth-fishers-in-343292.md)) | 343292 | Fishers, IN | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Helping Hand Financial, LLC](https://advisorcensus.com/firm/helping-hand-financial-llc-greenwood-in-307692) ([md](https://advisorcensus.com/firm/helping-hand-financial-llc-greenwood-in-307692.md)) | 307692 | Greenwood, IN | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Hendershott Wealth Management, LLC](https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839) ([md](https://advisorcensus.com/firm/hendershott-wealth-management-llc-fishers-in-170839.md)) | 170839 | Fishers, IN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Henthorn Agency, Inc.](https://advisorcensus.com/firm/henthorn-agency-inc-beech-grove-in-121607) ([md](https://advisorcensus.com/firm/henthorn-agency-inc-beech-grove-in-121607.md)) | 121607 | Beech Grove, IN | State-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee, Commissions |
| [Highsmith Financial Planning, LLC](https://advisorcensus.com/firm/highsmith-financial-planning-llc-brownsburg-in-152282) ([md](https://advisorcensus.com/firm/highsmith-financial-planning-llc-brownsburg-in-152282.md)) | 152282 | Brownsburg, IN | State-registered investment adviser | Not reported | 16 | Hourly, Fixed fee |
| [Hobbs Wealth Management](https://advisorcensus.com/firm/hobbs-wealth-management-zionsville-in-325374) ([md](https://advisorcensus.com/firm/hobbs-wealth-management-zionsville-in-325374.md)) | 325374 | Zionsville, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Indie Asset Partners, LLC](https://advisorcensus.com/firm/indie-asset-partners-llc-carmel-in-154503) ([md](https://advisorcensus.com/firm/indie-asset-partners-llc-carmel-in-154503.md)) | 154503 | Carmel, IN | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Integrated Planning & Wealth Management, LLC](https://advisorcensus.com/firm/integrated-planning-and-wealth-management-llc-carmel-in-286151) ([md](https://advisorcensus.com/firm/integrated-planning-and-wealth-management-llc-carmel-in-286151.md)) | 286151 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Invst, LLC](https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863) ([md](https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863.md)) | 282863 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Koon Financial Planning & CONSULTING/KFP&C](https://advisorcensus.com/firm/koon-financial-planning-and-consulting-kfp-and-c-greenwood-in-126051) ([md](https://advisorcensus.com/firm/koon-financial-planning-and-consulting-kfp-and-c-greenwood-in-126051.md)) | 126051 | Greenwood, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Lewis Wealth Management, LLC](https://advisorcensus.com/firm/lewis-wealth-management-llc-carmel-in-289065) ([md](https://advisorcensus.com/firm/lewis-wealth-management-llc-carmel-in-289065.md)) | 289065 | Carmel, IN | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee, Other |
| [LJI Wealth Management, LLC](https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399) ([md](https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399.md)) | 145399 | Indianapolis, IN | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee, Commissions |
| [Marian Investor Coaching, Inc.](https://advisorcensus.com/firm/marian-investor-coaching-inc-greenwood-in-152951) ([md](https://advisorcensus.com/firm/marian-investor-coaching-inc-greenwood-in-152951.md)) | 152951 | Greenwood, IN | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Market Street Wealth Management Advisors, LLC](https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212) ([md](https://advisorcensus.com/firm/market-street-wealth-management-advisors-llc-indianapolis-in-122212.md)) | 122212 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Meridian Investment Advisors, Inc.](https://advisorcensus.com/firm/meridian-investment-advisors-inc-indianapolis-in-107593) ([md](https://advisorcensus.com/firm/meridian-investment-advisors-inc-indianapolis-in-107593.md)) | 107593 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 32 | % of assets, Hourly, Fixed fee |
| [MFG Wealth Management, Inc.](https://advisorcensus.com/firm/mfg-wealth-management-inc-indianapolis-in-125963) ([md](https://advisorcensus.com/firm/mfg-wealth-management-inc-indianapolis-in-125963.md)) | 125963 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Michael Associates, LLC](https://advisorcensus.com/firm/michael-associates-llc-indianapolis-in-128905) ([md](https://advisorcensus.com/firm/michael-associates-llc-indianapolis-in-128905.md)) | 128905 | Indianapolis, IN | State-registered investment adviser | Not reported | 22 | Fixed fee |
| [Millennial Financial Planning](https://advisorcensus.com/firm/millennial-financial-planning-indianapolis-in-338075) ([md](https://advisorcensus.com/firm/millennial-financial-planning-indianapolis-in-338075.md)) | 338075 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [MJ Retirement](https://advisorcensus.com/firm/mj-retirement-carmel-in-164328) ([md](https://advisorcensus.com/firm/mj-retirement-carmel-in-164328.md)) | 164328 | Carmel, IN | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Northbound Wealth](https://advisorcensus.com/firm/northbound-wealth-indianapolis-in-311107) ([md](https://advisorcensus.com/firm/northbound-wealth-indianapolis-in-311107.md)) | 311107 | Indianapolis, IN | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Northwest Financial Services Inc](https://advisorcensus.com/firm/northwest-financial-services-inc-indianapolis-in-106805) ([md](https://advisorcensus.com/firm/northwest-financial-services-inc-indianapolis-in-106805.md)) | 106805 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Fixed fee |
| [Oneamerica Asset Management, LLC](https://advisorcensus.com/firm/oneamerica-asset-management-llc-indianapolis-in-165929) ([md](https://advisorcensus.com/firm/oneamerica-asset-management-llc-indianapolis-in-165929.md)) | 165929 | Indianapolis, IN | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Fixed fee, Other |
| [Oneamerica Securities, Inc.](https://advisorcensus.com/firm/oneamerica-securities-inc-indianapolis-in-4173) ([md](https://advisorcensus.com/firm/oneamerica-securities-inc-indianapolis-in-4173.md)) | 4173 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Oxford Financial Group, Ltd](https://advisorcensus.com/firm/oxford-financial-group-ltd-carmel-in-105303) ([md](https://advisorcensus.com/firm/oxford-financial-group-ltd-carmel-in-105303.md)) | 105303 | Carmel, IN | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Fixed fee |
| [Oxford Harriman Private Wealth Management](https://advisorcensus.com/firm/oxford-harriman-private-wealth-management-indianapolis-in-340313) ([md](https://advisorcensus.com/firm/oxford-harriman-private-wealth-management-indianapolis-in-340313.md)) | 340313 | Indianapolis, IN | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Park + Elm Investment Advisers](https://advisorcensus.com/firm/park-plus-elm-investment-advisers-carmel-in-146233) ([md](https://advisorcensus.com/firm/park-plus-elm-investment-advisers-carmel-in-146233.md)) | 146233 | Carmel, IN | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Peloton Capital Management](https://advisorcensus.com/firm/peloton-capital-management-indianapolis-in-109775) ([md](https://advisorcensus.com/firm/peloton-capital-management-indianapolis-in-109775.md)) | 109775 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Hourly, Fixed fee |
| [Piedmont Financial Advisors, LLC](https://advisorcensus.com/firm/piedmont-financial-advisors-llc-indianapolis-in-142921) ([md](https://advisorcensus.com/firm/piedmont-financial-advisors-llc-indianapolis-in-142921.md)) | 142921 | Indianapolis, IN | State-registered investment adviser | Not reported | 19 | Fixed fee |
| [Pillar Wealth LLC](https://advisorcensus.com/firm/pillar-wealth-llc-franklin-in-323139) ([md](https://advisorcensus.com/firm/pillar-wealth-llc-franklin-in-323139.md)) | 323139 | Franklin, IN | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Plan Wise Wealth Group, LLC](https://advisorcensus.com/firm/plan-wise-wealth-group-llc-indianapolis-in-333706) ([md](https://advisorcensus.com/firm/plan-wise-wealth-group-llc-indianapolis-in-333706.md)) | 333706 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Precedent Financial Strategies](https://advisorcensus.com/firm/precedent-financial-strategies-indianapolis-in-169100) ([md](https://advisorcensus.com/firm/precedent-financial-strategies-indianapolis-in-169100.md)) | 169100 | Indianapolis, IN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Quantum Financial Services Inc.](https://advisorcensus.com/firm/quantum-financial-services-inc-indianapolis-in-121631) ([md](https://advisorcensus.com/firm/quantum-financial-services-inc-indianapolis-in-121631.md)) | 121631 | Indianapolis, IN | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Raton Wealth](https://advisorcensus.com/firm/raton-wealth-fishers-in-290027) ([md](https://advisorcensus.com/firm/raton-wealth-fishers-in-290027.md)) | 290027 | Fishers, IN | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [RIM Group](https://advisorcensus.com/firm/rim-group-indianapolis-in-157108) ([md](https://advisorcensus.com/firm/rim-group-indianapolis-in-157108.md)) | 157108 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Santiago.life](https://advisorcensus.com/firm/santiago-life-fishers-in-257786) ([md](https://advisorcensus.com/firm/santiago-life-fishers-in-257786.md)) | 257786 | Fishers, IN | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Sapient Capital LLC](https://advisorcensus.com/firm/sapient-capital-llc-indianapolis-in-324899) ([md](https://advisorcensus.com/firm/sapient-capital-llc-indianapolis-in-324899.md)) | 324899 | Indianapolis, IN | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Securestate](https://advisorcensus.com/firm/securestate-pendleton-in-309230) ([md](https://advisorcensus.com/firm/securestate-pendleton-in-309230.md)) | 309230 | Pendleton, IN | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Servant Capital Advisors](https://advisorcensus.com/firm/servant-capital-advisors-fishers-in-298764) ([md](https://advisorcensus.com/firm/servant-capital-advisors-fishers-in-298764.md)) | 298764 | Fishers, IN | State-registered investment adviser | $100 million to $500 million | 2 | Hourly, Fixed fee |
| [Shepherd Financial Investment Advisory LLC](https://advisorcensus.com/firm/shepherd-financial-investment-advisory-llc-carmel-in-288623) ([md](https://advisorcensus.com/firm/shepherd-financial-investment-advisory-llc-carmel-in-288623.md)) | 288623 | Carmel, IN | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee |
| [Skyview Capital Management](https://advisorcensus.com/firm/skyview-capital-management-brownsburg-in-291926) ([md](https://advisorcensus.com/firm/skyview-capital-management-brownsburg-in-291926.md)) | 291926 | Brownsburg, IN | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Spencer Financial Strategies](https://advisorcensus.com/firm/spencer-financial-strategies-indianapolis-in-334095) ([md](https://advisorcensus.com/firm/spencer-financial-strategies-indianapolis-in-334095.md)) | 334095 | Indianapolis, IN | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [SRL Financial](https://advisorcensus.com/firm/srl-financial-noblesville-in-343656) ([md](https://advisorcensus.com/firm/srl-financial-noblesville-in-343656.md)) | 343656 | Noblesville, IN | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Storen Financial](https://advisorcensus.com/firm/storen-financial-zionsville-in-339197) ([md](https://advisorcensus.com/firm/storen-financial-zionsville-in-339197.md)) | 339197 | Zionsville, IN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Strive Financial Group, LLC](https://advisorcensus.com/firm/strive-financial-group-llc-carmel-in-333298) ([md](https://advisorcensus.com/firm/strive-financial-group-llc-carmel-in-333298.md)) | 333298 | Carmel, IN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Commissions |
| [Sunrift Capital Partners LLC](https://advisorcensus.com/firm/sunrift-capital-partners-llc-plainfield-in-159583) ([md](https://advisorcensus.com/firm/sunrift-capital-partners-llc-plainfield-in-159583.md)) | 159583 | Plainfield, IN | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Teeple Snyder Newsome Wealth & Tax Management](https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676) ([md](https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676.md)) | 147676 | Brownsburg, IN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [The Financial Resource Center](https://advisorcensus.com/firm/the-financial-resource-center-carmel-in-316747) ([md](https://advisorcensus.com/firm/the-financial-resource-center-carmel-in-316747.md)) | 316747 | Carmel, IN | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [The Just Company](https://advisorcensus.com/firm/the-just-company-indianapolis-in-119088) ([md](https://advisorcensus.com/firm/the-just-company-indianapolis-in-119088.md)) | 119088 | Indianapolis, IN | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee |
| [Thurston Springer Advisors](https://advisorcensus.com/firm/thurston-springer-advisors-indianapolis-in-299201) ([md](https://advisorcensus.com/firm/thurston-springer-advisors-indianapolis-in-299201.md)) | 299201 | Indianapolis, IN | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Timpe & Timpe Financial Advisory Services, L.L.C.](https://advisorcensus.com/firm/timpe-and-timpe-financial-advisory-services-l-l-c-zionsville-in-132274) ([md](https://advisorcensus.com/firm/timpe-and-timpe-financial-advisory-services-l-l-c-zionsville-in-132274.md)) | 132274 | Zionsville, IN | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Indianapolis, IN?**
AdvisorCensus lists 196 investment advisory firms with a principal office in the Indianapolis metro area, from Form ADV filings as of October 2026: 97 SEC-registered, 86 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Indianapolis, IN?**
68 of the 196 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.

**How many financial advisors in Indianapolis, IN offer financial planning?**
139 of the 183 firms in Indianapolis, IN 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.

**Are the financial advisors in Indianapolis, IN fiduciaries?**
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 68 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Indianapolis, IN: 116 firms from Form ADV filings as of October 2026.