Arena Wealth Advisors LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“AND CONSULTING AWA charges an hourly fee of $300 per hour based on complexity and unique Client needs for financial planning.”

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

How Arena Wealth Advisors LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the number of days services are provided during the given period.”
• “Asset-based fees paid in advance will be refunded in an amount equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”

How Arena Wealth Advisors LLC’s fees compare

• Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Jeffersonville that publish an hourly rate charge less.

About Arena Wealth Advisors LLC

• Principal: Jay Conner
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

51

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$52,637,816

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331123

Website

arenawealthadvisors.com (opens in new tab)

Phone

(502) 396-7375

Can advise clients in 4 states: Florida, Indiana, Kentucky, Ohio

Other planners in Jeffersonville that publish fees

• Brookstone FinancialJeffersonville$350/hr
• Mattix Wealth Management LLCJeffersonville$200/hr, $1,500⁠-⁠$3,500
• PLC Wealth PartnersJeffersonville$2,500⁠-⁠$4,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000

Compare all 5 planners in Jeffersonville