Benham Advisory Group fees and pricing

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

According to its Form ADV Part 2A brochure dated February 4, 2026, Benham Advisory Group charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Services are offered based on an hourly fee of $300 per hour.”

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

“Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Fees for financial planning and consulting services are negotiable.”

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.
1 of the 2 other planners in Greenwood that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.4% a year
Clients: 345
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $94,375,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331926
Website: youtube.com/channel/UCGB1lSxB1INXbCwvuVAbEZw (opens in new tab)
Phone: (317) 300-1674

Can advise clients in 2 states: Indiana, Washington

Is something on this page wrong or out of date?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