Bedel Financial Consulting

What Bedel Financial Consulting does

Bedel Financial Consulting, Inc. is a privately held, fee-only Registered Investment Advisor founded in 1989 and headquartered at 8940 River Crossing Boulevard in Indianapolis, Indiana. The firm provides comprehensive wealth management services — including investment management, retirement planning, tax and estate planning, and multi-generational wealth transfer — to individuals, families, retirees, and young affluent professionals primarily in the Indiana market. Its service model is built around scheduled one-on-one consultations and long-term advisory relationships rather than commission-based product sales, generating recurring advisory fee revenue on an annual cadence.

The firm's product portfolio spans core wealth management (Comprehensive Wealth Management, Retirement Planning, Investment Management, Investment Strategies) and specialized offerings for younger clients (Young Affluent Professionals, Multi-Generational Planning). Technology is primarily third-party, anchored on the Orion Advisor platform for portfolio management, reporting, and client portal access. The firm's most distinctive proprietary asset is the Bedel Barometer, a 7-indicator composite score (stock market, consumer spending, manufacturing, price stability, housing, volatility, TED spread) developed in 2009 to track U.S. economic health, used as both internal signal and content-marketing IP. Thought leadership is delivered via the Bedel Blog, GenNeXt Blog, podcast, infographics, and an "Ask Bedel" weekly Q&A.

Operationally, Bedel is a family-led firm with Elaine E. Bedel as CEO and Evan D. Bedel as President. The team of 11-50 employees includes 16 named professionals with credential density across CFP, CFA, CIMA, CAIA, and MBA designations, with senior portfolio managers averaging 25+ years of tenure. The firm has been named to CNBC's Financial Advisor 100 list three times, most recently in 2025, as one of only four Indiana firms recognized. Q4 2025 SEC 13F filings reveal client-asset ETF holdings of approximately $95M+ spanning Vanguard, iShares, SPDR, and Dimensional funds, with material expansion in fixed-income exposures (notably VTES, up 628.7% QoQ). No institutional backing, parent company, or M&A activity is present in the data.

Name

Bedel Financial Consulting

Legal name

Bedel Financial Consulting, Inc.

Website

https://bedelfinancial.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Bedel Financial Consulting is a fee-only Registered Investment Advisor founded in 1989 in Indianapolis, providing comprehensive wealth management, retirement, tax, and multi-generational planning services to individuals, families, and young professionals across Indiana.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Wealth management services
• Investment management
• Retirement planning
• Financial advisory
• Estate planning

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-only financial advisory services. The firm operates as a Registered Investment Advisor (RIA) providing comprehensive wealth management, investment management, and financial planning services. Revenue is generated through advisory fees rather than commissions, aligning interests with clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels10 records

Core offering

Bedel Financial Consulting is a fee-only Registered Investment Advisor providing comprehensive wealth management to individuals and families across generations. Core offerings include investment management with discretionary portfolio construction, retirement planning, tax-efficient planning, estate and multi-generational wealth transfer planning, and tailored services for young affluent professionals, all delivered through scheduled consultations and supported by the proprietary Bedel Barometer economic indicator.

Product overview

Bedel Financial Consulting is a fee-only, comprehensive wealth management firm serving clients across multiple generations. Their service model centers on Comprehensive Wealth Management, supplemented by specialized offerings including Retirement Planning, Investment Management, Investment Strategies, Young Affluent Professionals services, and Multi-Generational Planning. The firm offers educational content through the Bedel Barometer (a proprietary U.S. economic indicator), the Bedel Blog, GenNeXt Blog, and Podcast. They reference Indiana CollegeChoice 529 plans as a partner product for education savings. The portfolio of services is delivered through their website platform with client login via Orion Advisor, and does not include a standalone software product, API, or developer-facing offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management

Quantifiable outcome

• Named to CNBC's Financial Advisor 100 list for 2025 (third time)

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Orion AdvisorcoreTechnology or IntegrationTechnology platform provider used for client portfolio management, reporting, and client login access. The Orion Advisor platform enables the firm to manage client accounts, generate reports, and provide client access to their financial data.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Large national fee-only RIA offering comprehensive wealth management, investment management, and financial planning to individuals and families. Comparable as a fee-only RIA with multi-generational service offerings, though significantly larger in scale and geographic footprint than Bedel.
• Carson Group: National RIA serving financial advisors and their clients through partner firms, with comprehensive wealth management and coaching. Comparable fee-only RIA operating model and comprehensive planning focus, but operates at much larger scale through its partner-firm network.
• Mercer Advisors: National RIA offering comprehensive wealth management, investment management, and financial planning to individuals, families, and institutions. Comparable fee-only comprehensive wealth management model but operates at much larger scale via acquisitions.
• Mariner Wealth Advisors: National fee-only RIA offering comprehensive wealth advisory, investment management, retirement plan, and tax services. Comparable across service offering and fee-only model, though Mariner is significantly larger and PE-backed versus Bedel's family-owned structure.

Emerging players

• Facet Wealth: Digital-first fee-only RIA offering comprehensive financial planning at flat fees. Comparable fee-only fiduciary model serving individuals and families, but differentiated by tech-enabled delivery and flat-fee pricing versus Bedel's traditional AUM-based model.

Direct peers

• HBKS Wealth Advisors: Mid-sized fee-only RIA providing comprehensive financial planning, investment management, tax, and estate services to individuals and businesses. Comparable in scale, fee-only structure, and comprehensive service offering, with similar multi-generational client focus.
• Moneta Group: Fee-only RIA providing investment management, financial planning, retirement plan, and family office services. Comparable fee-only comprehensive wealth management model with similar multi-generational and high-net-worth client focus, though larger in scale.
• Buckingham Strategic Wealth: Fee-only RIA providing comprehensive financial planning, investment management, and tax services to individuals and families. Closely comparable to Bedel in fee-only model, comprehensive planning emphasis, and similar mid-market positioning.
• Sequoia Financial Group: Fee-only wealth advisory firm offering comprehensive financial planning, investment management, and retirement plan services. Closely comparable fee-only RIA model with comprehensive planning emphasis and similar mid-market client focus.

Regional players

• Plante Moran Financial Advisors: Midwest-based fee-only RIA affiliated with Plante Moran accounting firm, offering wealth management and financial planning. Comparable fee-only model and Midwest regional presence similar to Bedel's Indianapolis base, though affiliated with a larger accounting platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/bedelfinancial
• Facebookfacebook.com/BedelFinancial
• LinkedInlinkedin.com/company/bedel-financial-consulting-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bedel Financial Consulting