Blend Wealth fees and pricing

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

According to its Form ADV Part 2A brochure dated August 17, 2026, Blend Wealth charges a monthly fee of $1,541 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $1,541/mo; “To determine the monthly fee, the total annual fee is divided by 12, resulting in a monthly fee of approximately $1,541.67.”

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

“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“Since fees are paid in arrears, no refund will be needed upon termination of the Client Contract.”
“Fees are negotiable based on the scope and complexity of services.”

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: 1.25% a year
Minimum: $7,500 minimum fee (stated in brochure)
Clients: 74
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $55,711,220
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 316053
Website: x.com/theblendcouple (opens in new tab)
Phone: (317) 854-5656

Can advise clients in 2 states: Indiana, Kentucky

Is something on this page wrong or out of date?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