Catalyze Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$4,800⁠-⁠$15,000/yr

“The fixed fee can range between $4,800 and $15,000 annually, depending on complexity and the needs of the client, and is billed on a quarterly basis.”

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

How Catalyze Wealth Management bills

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

• “Advisory fees are paid in arrears and directly debited from client accounts, or the client may choose to pay in advance by electronic funds transfer or check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Advisory fees are negotiable, depending on individual client circumstances.”

How Catalyze Wealth Management’s fees compare

• Its annual fee of $4,800-$15,000 spans the Indiana median of $5,000. 67% of the 36 other Indiana planners that publish an annual fee charge less.
• 2 of the 5 other planners in Carmel that publish an annual fee charge less.

About Catalyze Wealth Management

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

Minimum

$4,800 minimum fee (stated in brochure)

Clients

31

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$43,437,934

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300078

Website

catalyzedds.com (opens in new tab)

Phone

(317) 537-7526

Other planners in Carmel that publish fees

• Circle City Wealth Management LLCCarmel$500⁠-⁠$5,000
• Fortitude Private WealthCarmel$300/hr, $3,000⁠-⁠$10,000
• Fortress Capital AdvisorsCarmel$7,500⁠-⁠$15,000/yr
• Integrated Investment Strategies,inc.Carmel$3,500/yr
• Keystone Financial Advisory, LLCCarmel$180/hr
• Kiel Investment CompanyCarmel$150/hr

Compare all 27 planners in Carmel