Avertrust Wealth LLC fees and pricing
Financial planner in Crown Point, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Avertrust Wealth LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Hourly or Project Fees Hourly Fees The hourly fee for these services is $200, or a comprehensive project fee may be possible.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avertrust Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly or quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
- “Because fees are charged in arrears, no refunds are usually necessary.”
- “Advisory fees are withdrawn directly from the client’s accounts with client written authorization, or fees may also be billed and paid separately if preferred by the client.”
How Avertrust Wealth LLC’s fees compare
- Its hourly rate of $200 is below the Indiana median of $250. 21% of the 119 other Indiana planners that publish an hourly rate charge less.
About Avertrust Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Divorce
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
- 1.5% a year
- Minimum
- $125 minimum fee (stated in brochure)
- Clients
- 16
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,317,801
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155983
- Phone
- (219) 267-8000
Other planners in Crown Point that publish fees
- Walsh AdvisorsCrown Point$500, $59/mo
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- 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.