Blackwood Investment Group, LLC fees and pricing
Financial planner in Indianapolis, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Blackwood Investment Group, LLC charges $250 an hour and a monthly fee of $59-$199 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning services are billed at a rate of $250/hour.”
- Monthly fee
- $59-$199/mo
“The financial planning component of the service is billed at a monthly rate that ranges from $59/month to $199/month depending on the scope of services offered and the complexity of the client’s financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blackwood Investment Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The exact fee payable by the client will be clearly set forth in the agreement for services signed by the firm and the client.”
- “Blackwood will either invoice the plan sponsor directly or the fee will be deducted from plan assets.”
- “Fees are billed quarterly, in advance and are based on the value of your portfolio at the end of the preceding quarter.”
How Blackwood Investment Group, LLC’s fees compare
- Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
- 9 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
About Blackwood Investment Group, LLC
“Wealth Management Services Blackwood provides wealth management services to Clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- 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
- 0.75% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $4,138,760
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139859
- Phone
- (317) 570-4944
Other planners in Indianapolis that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Blend WealthIndianapolis$1,541/mo
- C.r. Retirement Strategies, LLCIndianapolis$200-$500/hr, $2,500-$15,000
- CFG Wealth Management Services IncIndianapolis$250/hr
- Charter Advisory CorporationIndianapolis$125-$300/hr
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.