Doyle Investment Management fees and pricing
Financial planner in Bargersville, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Doyle Investment Management charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Hourly rates range from $150 - $250 per hour based on the complexity of the situation, and are billed in six minute increments, payable upon presentation of the planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Doyle Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Compensation is payable quarterly at the beginning of the quarter, based upon the assets under management as of the last day of the previous quarter.”
- “Client can choose to be billed quarterly instead of fees being directly deducted.”
- “All fees are negotiable, and the firm may negotiate a flat fee on a case by case basis.”
How Doyle Investment Management’s fees compare
- Its hourly rate of $150-$250 is below the Indiana median of $250. 21% of the 119 other Indiana planners that publish an hourly rate charge less.
About Doyle Investment Management
“Doyle Investment Management, Inc. (“DIM”) offers comprehensive investment supervisory services as well as financial planning for individuals, families, corporations and business.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2005 (21 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
- 1% a year
- Clients
- 41
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $10,050,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137767
- Phone
- (317) 370-7443
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.