Clinton Burch Financial Planning fees and pricing
Financial planner in Bloomfield, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Clinton Burch Financial Planning charges $150 an hour and a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Fees for limited engagements are typically charged on an hourly basis at a rate of $150 per hour, billed in fifteen-minute increments.”
- Flat or project fee
- $1,200
“Comprehensive financial plans are typically $1,200 per household.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clinton Burch Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at our sole discretion.”
- “The balance of fees due is payable immediately upon presentation of the advice to the client.”
- “Fees will not be collected for services to be performed more than six months in advance.”
How Clinton Burch Financial Planning’s fees compare
- Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of $1,200 is below the Indiana median of $5,000. 8% of the 84 other Indiana planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Clinton Burch Financial Planning
“Burch and Daughters, L.L.C. provides comprehensive, specific, and as-needed financial planning and investment advice services to individuals of all backgrounds, experience levels, and net worth.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301195
- Phone
- (812) 381-5881
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.