Allstreet Wealth fees and pricing
Financial planner in Westfield, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 14, 2026, Allstreet Wealth charges $750 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $750/hr
“Hourly financial planning engagements are offered at a rate of $750 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allstreet Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All ongoing fees are payable monthly in arrears.”
- “Fees may be negotiable in certain cases.”
- “Accounts initiated or terminated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Allstreet Wealth’s fees compare
- Its hourly rate of $750 is above the Indiana median of $250. 100% of the 119 other Indiana planners that publish an hourly rate charge less.
About Allstreet Wealth
“Allstreet Wealth provides Ongoing Comprehensive Financial Planning through four offerings: AllPlan;”
- Firm size: 4 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- Clients
- 143
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $134,263,494
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309689
- Phone
- (815) 978-2703
Can advise clients in 7 states: California, Florida, Illinois, Indiana, Massachusetts, New York, Texas
Other planners in Westfield that publish fees
- Hamilton Wealth, LLCWestfield$1,000-$25,000
- Perspective Asset Management, LLCWestfield$125/hr
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- 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.