Afp Group, LLC fees and pricing
Financial planner in Plainfield, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Afp Group, LLC charges $150 an hour, a flat or project fee of $2,000, and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The hourly rate is $150 per hour; billed in 10-minute increments (six increments per hour), and a partial increment (i.e., seven minutes, etc.) will be treated as a whole increment. 1 The term “assets under management” and rounding to the nearest $100,000 are as defined by the SEC’s 2010 General Instructions for…”
- Flat or project fee
- $2,000
“Please note that the Broad-Based Financial Plan fee is $2,000.”
- Annual fee
- $2,000/yr
“This service costs $2,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Afp Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be billed quarterly, in arrears, as described in the table below.”
- “Our published fees may be discounted by our firm but they are not negotiable.”
- “Fees may be paid by check or cashier’s draft from a US-based bank; we do not accept cash or similar forms of payment for our engagements.”
How Afp Group, LLC’s fees compare
- Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
- None of the 2 other planners in Plainfield that publish an hourly rate charge less.
- Its flat or project fee of $2,000 is below the Indiana median of $5,000. 17% of the 84 other Indiana planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Plainfield that publish a flat or project fee charge less.
- Its annual fee of $2,000 is below the Indiana median of $5,000. 6% of the 36 other Indiana planners that publish an annual fee charge less.
About Afp Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- 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
- 1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $4,820,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164651
- Phone
- (317) 431-0544
Other planners in Plainfield that publish fees
- Gunnell Financial PlanningPlainfield$150/hr, $500
- Sunrift Capital Partners LLCPlainfield$250/hr, $2,500-$5,000
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.