Core Wealth Advisors fees and pricing
Financial planner in Indianapolis, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 22, 2026, Core Wealth Advisors charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The fee charged for this service will be an hourly rate of $300.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Core Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be withdrawn from the client’s account in arrears.”
- “Client may be given the option to have their advisory fees invoiced.”
- “The client invoice will reflect the formula used to calculate the fees, the time period covered by the fee, and the amount of assets under management on which the fee was based.”
How Core Wealth Advisors’ fees compare
- Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
- 18 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
About Core Wealth Advisors
“Wealth Advisors is an independent and comprehensive wealth management firm focused on providing objective, unbiased and prudent investment guidance to individuals and businesses.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 149
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $143,776,874
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157436
- Phone
- (317) 497-0569
Other planners in Indianapolis that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Blackwood Investment Group, LLCIndianapolis$250/hr, $59-$199/mo
- Blend WealthIndianapolis$1,541/mo
- C.r. Retirement Strategies, LLCIndianapolis$200-$500/hr, $2,500-$15,000
- CFG Wealth Management Services IncIndianapolis$250/hr
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.