Financial Enhancement Group fees and pricing
Financial planner in Anderson, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Financial Enhancement Group charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Generally, our fees are charged on an hourly basis of $500.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Enhancement Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisory Contract can be terminated by either party at any time in writing, and a pro-rated refund of fees will be provided to the client.”
- “Fees are charged in advance of a quarter, based on the account value of the last day of the prior quarter as provided by Orion Advisor Services.”
- “Any proposed fee will be explained and agreed to in advance.”
How Financial Enhancement Group’s fees compare
- Its hourly rate of $500 is above the Indiana median of $250. 93% of the 119 other Indiana planners that publish an hourly rate charge less.
About Financial Enhancement Group
“The firm also provides Financial Planning Services.”
- Firm size: 25 employees.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Social Security
- Insurance analysis
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 1,257
- Employees
- 25
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $986,999,188
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159017
- Phone
- (765) 640-1524
Can advise clients in 25 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, Missouri, Montana, North Carolina, New Jersey, New Mexico, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin
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.