Axis Financial, LLC fees and pricing

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

$75/hr

“Currently, fixed fees range from $250 to $2,500 and hourly fees are set at $75.”

Flat or project fee

$250⁠-⁠$2,500

From the same sentence as above.

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

How Axis Financial, LLC bills

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

• “The remaining balance is due and payable upon delivery of the financial plan or completion of the agreed upon services.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
• “The negotiable fee for this service will be based upon the complexity of your financial situation and the amount of assets under review.”

How Axis Financial, LLC’s fees compare

• Its hourly rate of $75 is below the Indiana median of $250. None of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Indiana median of $5,000. 12% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Axis Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 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

Minimum

$400 minimum fee (stated in brochure)

Clients

25

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$10,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

137720

Phone

(812) 636-2222

Other planners in Indiana that publish fees

• 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
• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000

Compare all 260 planners in Indiana