Aydt Investment Management, Inc. fees and pricing

Financial planner in Evansville, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 29, 2026, Aydt Investment Management, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “This service may be provided at a rate of $300 per hour, or for a fixed fee that is agreed upon prior to the start of the work.”

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.

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: 1.25% a year
Minimum: No minimum stated in brochure
Clients: 130
Employees: 2
Works with: Individuals, high net worth individuals, pooled investment vehicles, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
Assets managed: $46,822,992
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 116965
Phone: (812) 424-7008

Can advise clients in 4 states: Illinois, Indiana, Kentucky, Tennessee

Is something on this page wrong or out of date?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.