Fierce Wealth Management Group LLC fees and pricing

Financial planner in Indianapolis, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 28, 2026, Fierce Wealth Management Group LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Our financial consulting services are offered at an hourly rate of $250.”

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

“The fee is negotiable and will vary depending on the complexity of your individual circumstances and the number of areas covered in the plan.”
“The management fee for the Manager Access Select, OMP, PWP and MWP* and portfolios outside of LPL is an annual fee based on the following tiered fee schedule and is negotiable at our discretion.”

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.

“We offer comprehensive financial planning services where we will review your financial situation, goals and risk tolerance.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2023 (3 years).

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: 2.5% a year
Minimum: $100,000 in assets (stated in brochure)
Clients: 125
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $69,179,366
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 329282
Website: fiercewealthgroup.com (opens in new tab)
Phone: (317) 608-6545

Can advise clients in 2 states: Florida, Indiana

Is something on this page wrong or out of date?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.