Deerfield fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Deerfield Financial Advisors, Inc. 14 Disclosure Brochure Hourly Rates Fees for financial planning services are billed at an hourly rate of $400.”

Flat or project fee

$1,500⁠-⁠$6,000

“Fixed fees typically range from $1,500 to $6,000.”

Annual fee

$2,500⁠-⁠$15,000/yr

“The fixed fee component ranges typically between $2,500 and $15,000 annually depending on the client’s financial planning needs, non-management account consulting needs and the Deerfield Financial Advisors professional working with the client.”

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

How Deerfield bills

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

• “The fixed fee and asset-based fee together are divided and charged quarterly, in advance.”
• “The setup fee is divided and assessed quarterly in advance but will be billed from your account separately from the Wealth Management Services fee.”
• “Some of these clients have opted to pay their fees by establishing a direct ACH bank-payment through the AdvicePay application.”

How Deerfield’s fees compare

• Its hourly rate of $400 is above the Indiana median of $250. 89% of the 119 other Indiana planners that publish an hourly rate charge less.
• 25 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$6,000 spans the Indiana median of $5,000. 44% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 6 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.
• Its annual fee of $2,500-$15,000 spans the Indiana median of $5,000. 64% of the 36 other Indiana planners that publish an annual fee charge less.
• 4 of the 8 other planners in Indianapolis that publish an annual fee charge less.

About Deerfield

• Firm size: 14 employees.
• Registered as an adviser: 1985 (41 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

310

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,176,249,776

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

104964

Website

facebook.com/deerfieldfa (opens in new tab)

Phone

(317) 469-2455

Can advise clients in 6 states: California, Florida, Illinois, Indiana, Massachusetts, Texas

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

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