Cherry Wealth Management LLC fees and pricing
Financial planner in Lebanon, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Cherry Wealth Management LLC charges $100 an hour and a flat or project fee of $250-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“The exact fee is agreed upon in advance. ● Hourly Advice: $100 per hour.”
- Flat or project fee
- $250-$2,000
“Fixed fees typically range from $250 to $2,000, depending on the complexity of the client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cherry Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unearned fees paid in advance will be refunded on a pro-rata basis.”
How Cherry Wealth Management LLC’s fees compare
- Its hourly rate of $100 is below the Indiana median of $250. 2% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of $250-$2,000 is below the Indiana median of $5,000. 7% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Cherry Wealth Management LLC
“We provide personalized wealth management and investment advisory services to individuals, families, and small business owners. Our primary goal is to help clients pursue their financial objectives through disciplined portfolio management, comprehensive financial planning, and ongoing personalized advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Business owners
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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340992
- Phone
- (513) 706-3933
Other planners in Indiana that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$5,000
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.