Browse all Flat-fee advisors in Indiana

Every advisor below is licensed to work with clients in Indiana. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Indiana advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,655
Retired	2,380
Tax-loss harvesting	2,142
Wealth management	2,025
Retirement plans for business owners (SEP, solo 401k)	1,650
Executive	1,630
Retirement income strategy	821
College savings (529s, UTMA, etc.)	818
Options & derivatives strategies	795
Private / alternative investments	777
General retirement planning	747
Business exit / sale strategy	672
Annuities	610
Active portfolio management	566
ESG / Sustainable investing	551
Self-Employed	547
Charitable giving & philanthropy	343
HENRY (High Earners, Not Rich Yet)	326
Approaching retirement	322
Cash flow / budgeting	302
Business succession planning	236
Concentrated stock management	234
General estate planning guidance	161
Passive / index investing	151
Income planning	144
Real estate investing	144
Business ownership considerations	125
Social Security optimization	77
General tax planning	74
Long-term care insurance	64
Established Professionals	63
Tax strategies for small businesses	62
Debt management	56
Retirement withdrawal strategies	49
Financial Professional	47
Doctor or Medical Professional	46
Equity compensation tax strategy	44
Values-based investing	44
Retired	41
Family Business	38
Mid-Career Professionals	38
Educators, Teachers, and Academics	37
Divorce financial planning	35
Professional Athlete	30
Business sale tax planning	29
Charitable giving tax strategies	26
Religious/faith focused	26
Dentist	23
Life insurance needs analysis	21
Planning for children with special needs	18
Attorney	16
Women Professionals	15
Factor investing / smart beta	14
Liquidity event planning	9
Business Financial Management	8
Medicare planning	8
Christian Faith Based	6
Parents	6

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