PlannerFees

Charter Advisory Corporation fees and pricing

Financial planner in Indianapolis, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Charter Advisory Corporation charges $125⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$125⁠-⁠$300/hr
“Fees for this service include a minimum of $325, with additional charges of $125 to $300 per hour for the fourth and subsequent hour thereafter.”

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

How Charter Advisory Corporation bills

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

  • “If a deposit is required, fees are payable one half at the time of execution of a written agreement retaining Charter to prepare the plan, with a maximum amount of $1,200 paid at this time.”
  • “The client will incur a prorated charge for bona fide financial planning and/or consulting services rendered prior to such termination.”
  • “Management fees are paid quarterly in advance.”

How Charter Advisory Corporation’s fees compare

  • Its hourly rate of $125-$300 spans the Indiana median of $250. 29% of the 119 other Indiana planners that publish an hourly rate charge less.
  • 5 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

About Charter Advisory Corporation

“Financial planning services will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Michael J. Kelley
  • Firm size: 15 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2021 (5 years).

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
3% a year
Minimum
$50,000 in assets (stated in brochure)
Clients
575
Employees
15
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 selecting other advisers
Assets managed
$333,085,121
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
113390
Website
charteradvisory.com (opens in new tab)
Phone
(317) 844-7416

Can advise clients in 10 states: Colorado, Florida, Indiana, Kentucky, Louisiana, Missouri, North Carolina, Nebraska, Ohio, Texas

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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.