Corwin Company LLC fees and pricing
Financial planner in Indianapolis, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, Corwin Company LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“We assess an hourly rate of $250 per hour for financial planning services with a minimum of two hours per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Corwin Company LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees for planning services are agreed upon in advance in writing with one half the fee due upon engagement and the remaining half due upon delivery of the service or plan.”
- “We reserve the right to refund or waive our financial planning fees for clients who use our custom portfolio management services.”
- “Account fees are payable quarterly in advance, except that the SMS fee is paid in arrears on the frequency agreed to between client and Advisor.”
How Corwin Company LLC’s fees compare
- Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
- 9 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
About Corwin Company LLC
“We offer each client financial planning services to evaluate his or her financial situation, goals and risk tolerance. We may offer comprehensive planning services, or the client may desire a consultation on individual planning topics.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
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
- 2.5% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 95
- 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
- $101,250,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285657
- Phone
- (317) 706-0818
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.