Golden Years Financial Advisors, Inc. fees and pricing
Financial planner in South Bend, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Golden Years Financial Advisors, Inc. charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Ad hoc Financial Planning Services Financial planning services outside of the bundled plans offered above will be offered on an hourly basis of $325 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Golden Years Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
- “Client may cancel within five (5) days of signing Financial Planning and Consulting Agreement for a full refund and without penalty.”
- “Client may cancel within five (5) days of signing Financial Planning and Consulting Agreement for a full refund and without penalty.”
How Golden Years Financial Advisors, Inc.’s fees compare
- Its hourly rate of $325 is above the Indiana median of $250. 76% of the 119 other Indiana planners that publish an hourly rate charge less.
About Golden Years Financial Advisors, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 3% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174275
- Phone
- (574) 968-7926
Other planners in South Bend that publish fees
- Creative Financial Planning Advisors, Inc.South Bend$300/hr
- Kingdom FinancialSouth Bend$4,000-$7,000, $1,250-$5,000/qtr
- 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
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.