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.”
From the firm's description of its advisory business in its Form ADV brochure.
  • 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
Website
youtube.com/channel/UCwu_FfDi6rwn0JyJ2dJoesA (opens in new tab)
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

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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.