Bedel Financial Consulting Inc fees
Financial planner in Indianapolis, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 5, 2026, Bedel Financial Consulting Inc (Indianapolis, IN) charges a flat or project fee of $1,000-$2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change.
- Flat or project fee
- $1,000-
$2,500 Below the Indianapolis median of $3,625; 2 of the 7 other planners in Indianapolis that publish a flat or project fee charge less. Below the Indiana median of $5,000; 18% of the 40 other planners in Indiana charge less.
“The fee is a one-time project fee that typically ranges between $1,000 and $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 28 employees
- Registered since
- 1989 (37 years)
How Bedel Financial Consulting Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event of termination, BFC shall refund any fees for the remainder of the calendar quarter following the termination date.”
- “Such fee is negotiable and will be assessed as a fixed fee.”
- “The fee is negotiable at the Adviser’s discretion.”
About Bedel Financial Consulting Inc
“The Adviser is an independent, fee-only registered investment advisory firm providing customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. The Adviser also provides financial planning services to its clients.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 1,162
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $2.9 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 5, 2026
- CRD number
- 105653 (opens in new tab)
- Phone
- (317) 843-1358
Registered or notice filed in 22 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, Wisconsin
Other planners in Indianapolis that publish fees
- CFG Wealth Management Services IncIndianapolisHourly $250/hr
- Northwest Financial Services IncIndianapolisFlat $5,000
- WealthGuides LLCIndianapolisHourly $499/hr, Monthly $499/mo
- Hoosier Financial Planning, LLCIndianapolisHourly up to $250/hr, Flat up to $1,000
- Northbound WealthIndianapolisHourly $250/hr, Flat $500-$10,000
- Piedmont Financial Advisors, LLCIndianapolisAnnual from $3,500/yr
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.