Axiom Financial Strategies Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$1,000/hr

“Hourly fees range from $100 to $1,000 per hour.”

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

How Axiom Financial Strategies Group, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management and investment advisory fees are paid monthly in advance based on the fair market value of portfolio assets under management in the Account[s] at the end of the prior month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Axiom Financial Strategies Group, LLC’s fees compare

• Its hourly rate of $100-$1,000 spans the Indiana median of $250. 97% of the 119 other Indiana planners that publish an hourly rate charge less.

About Axiom Financial Strategies Group, LLC

• Firm size: 9 employees.
• Founded: 2019 (7 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

1.5% a year

Clients

575

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$404,117,800

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306618

Website

linkedin.com/company/axiominsurancesolutions (opens in new tab)

Phone

(812) 913-7701

Can advise clients in 6 states: California, Florida, Illinois, Indiana, Kentucky, Texas

Other planners in New Albany that publish fees

• Horizon Wealth Management, LLCNew Albany$150⁠-⁠$500/hr
• 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

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