Best Case Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$800⁠-⁠$2,800

“We charge a fixed fee of $800 - $2,800 for Project-Based Financial Planning.”

Annual fee

$3,000/yr

“The fee for Wealth Management Services is based on Client’s investable assets as described below: ● Investable assets below $300,000 We charge an annual fixed fee of $3,000 for Wealth Management Services.”

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

How Best Case Financial bills

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

• “Fees are paid quarterly in advance based on the last business day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance based on the last business day of the billing period.”

How Best Case Financial’s fees compare

• Its flat or project fee of $800-$2,800 is below the Indiana median of $5,000. 15% of the 84 other Indiana planners that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the Indiana median of $5,000. 17% of the 36 other Indiana planners that publish an annual fee charge less.

About Best Case Financial

• Principal: Alan Skillern
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

5

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

$1,326,203

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334845

Website

bestcasefinancial.com (opens in new tab)

Phone

(765) 720-0299

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