Circle City Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Circle City Wealth Management LLC bills

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

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CCWM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of CCWM’s fees, within five business days of signing the Financial Planning Agreement.”

How Circle City Wealth Management LLC’s fees compare

• Its flat or project fee of $500-$5,000 is below the Indiana median of $5,000. 26% of the 84 other Indiana planners that publish a flat or project fee charge less.
• None of the 6 other planners in Carmel that publish a flat or project fee charge less.

About Circle City Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

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

Clients

104

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$95,739,367

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291604

Website

circlecitywealthmanagement.com (opens in new tab)

Phone

(317) 734-0375

Other planners in Carmel that publish fees

• Catalyze Wealth ManagementCarmel$4,800⁠-⁠$15,000/yr
• 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