Bassett Financial Advisors fees and pricing
Financial planner in Fort Wayne, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Bassett Financial Advisors charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“FINANCIAL PLANNING and CONSULTING BARPS charges an hourly fee of $150 per hour for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bassett Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”
- “The payments are received in two installments: one-half at the commencement of the planning process with the balance of the final payment is due upon delivery of completed plan.”
- “Client will pay half of the estimated fee at the signing of the agreement with the balance due upon delivery of the completed plan.”
How Bassett Financial Advisors’ fees compare
- Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
- None of the 7 other planners in Fort Wayne that publish an hourly rate charge less.
About Bassett Financial Advisors
- Principal: Bassett III
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2014 (12 years).
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
- 1.75% a year
- Clients
- 276
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $51,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170825
- Phone
- (260) 432-6555
Other planners in Fort Wayne that publish fees
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$5,000
- Compass Financial Advisors LLCFort Wayne$250/hr
- Dentvest LLCFort Wayne$1,000-$5,000, $200-$750/mo
- Dickmeyer Boyce Financial Management, IncFort Wayne$200/hr
- Galecki Financial Management IncFort Wayne$250-$350/hr
- Gilbert WealthFort Wayne$250/hr, $250-$1,800/mo
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.