CX Institutional, LLC fees and pricing
Financial planner in Auburn, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, CX Institutional, LLC charges an annual fee of $3,125 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,125/yr
“For those clients who choose to engage CX Institutional at the Management Level, subsequent successive annual fees are subject to a minimum of $3,125.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CX Institutional, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If CX Institutional bills the client directly, payment is due within 30 days of receipt of the invoice.”
- “However, CX Institutional may agree to directly invoice a client for services rendered.”
- “The balance of the fee shall generally be directly billed to the client upon completion of the financial consultation services.”
How CX Institutional, LLC’s fees compare
- Its annual fee of $3,125 is below the Indiana median of $5,000. 19% of the 36 other Indiana planners that publish an annual fee charge less.
About CX Institutional, LLC
“In addition, CX Institutional provides financial planning and consulting services.”
- Firm size: 130 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
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
- 2% a year
- Clients
- 4,553
- Employees
- 130
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $4,464,692,612
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292627
- Phone
- (260) 927-1830
Can advise clients in 42 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia
Other planners in Auburn that publish fees
- Pathway Financial Advisers, LLCAuburn$150/hr
- 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
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.