Abound Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$720⁠-⁠$25,000

“The financial planning fees and consulting fees are negotiable but range from $720 to $25,000 on a fixed fee basis or from $150 to $300 per hourly rate Clients needing financial planning and portfolio management services may pay a reduced cost for portfolio management fees.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Abound Wealth Strategies bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Hourly fees are billed monthly as the services are rendered.”
• “Clients will have a period of five (5) business days from the date of signing the agreement to unconditionally rescind the agreement and receive a full refund of all fees.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Abound Wealth Strategies’ fees compare

• Its flat or project fee of $720-$25,000 spans the Indiana median of $5,000. 94% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 17 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Abound Wealth Strategies

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

68

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$13,805,625

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305362

Website

aboundwealthstrategies.com (opens in new tab)

Phone

(317) 672-2591

Other planners in Indianapolis that publish fees

• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr
• Charter Advisory CorporationIndianapolis$125⁠-⁠$300/hr

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