Above & Beyond Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on a negotiable hourly rate of $250 per hour.”

Flat or project fee

$250⁠-⁠$2,500

“QUALIFIED PLAN CONSULTING SERVICES ABI offers qualified plan consulting services to individuals for a negotiable flat fee of $250 - $2,500 based on the complexity of the case for the consultation.”

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

How Above & Beyond Investments, LLC bills

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

• “Fees are billed quarterly in arrears based on the average daily balance of the funds in the account.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Above & Beyond Investments, LLC’s fees compare

• Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Bloomington that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Indiana median of $5,000. 12% of the 84 other Indiana planners that publish a flat or project fee charge less.
• None of the 2 other planners in Bloomington that publish a flat or project fee charge less.

About Above & Beyond Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

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

3% a year

Clients

168

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

$13,243,105

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

227786

Phone

(812) 334-4000

Other planners in Bloomington that publish fees

• Beacon Financial PlanningBloomington$150/hr, $1,500⁠-⁠$3,000
• Hurlow Wealth Management Group, Inc.Bloomington$350/hr, $1,000⁠-⁠$20,000
• The Shield FinanceBloomington$99⁠-⁠$199/mo
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr

Compare all 6 planners in Bloomington