CBG & Company, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“We generally charge an hourly rate between $200 and $300 for this service.”

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

How CBG & Company, Inc.’s fees compare

• Its hourly rate of $200-$300 spans the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Fishers that publish an hourly rate charge less.

About CBG & Company, Inc.

• Firm size: 9 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

Clients

161

Employees

9

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, and pension consulting

Assets managed

$270,678,780

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149225

Website

cbgfinancialplanning.com (opens in new tab)

Phone

(317) 257-7400

Can advise clients in 14 states: Arizona, California, Florida, Georgia, Iowa, Illinois, Indiana, Louisiana, Massachusetts, Michigan, New Hampshire, New York, Ohio, Texas

Other planners in Fishers that publish fees

• Genesis Advisors, LLCFishers$125⁠-⁠$300/hr
• Gentry FinancialFishers$500/hr, $5,000⁠-⁠$10,000
• Heartland Financial PlannersFishers$299/hr, $2,950
• Hendershott Wealth Management, LLCFishers$350/hr, $1,000⁠-⁠$12,000
• Human Capital Wealth ManagementFishers$250/hr, $1,500⁠-⁠$5,000
• Pace Financial Group, LLCFishers$500/hr

Compare all 16 planners in Fishers