Gunnell Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial planning services are billed at the rate of $150 per hour, or a flat fee agreed upon and set forth in the Financial Planning Agreement.”

Flat or project fee

$500

“Fees for financial plans are billed $500 in advance, with the balance due upon delivery of the financial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gunnell Financial Planning bills

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

• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
• “The fee for such service is payable upon completion of the consulting session.”
• “Investment management fees are billed quarterly, in arrears, meaning that we invoice you after the three-month billing period has ended.”

How Gunnell Financial Planning’s fees compare

• Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
• None of the 2 other planners in Plainfield that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Indiana median of $5,000. 1% of the 84 other Indiana planners that publish a flat or project fee charge less.
• None of the 2 other planners in Plainfield that publish a flat or project fee charge less.

About Gunnell Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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

1.2% a year

Minimum

$300 minimum fee (stated in brochure)

Clients

30

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$7,910,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286076

Website

Gunnfin.com (opens in new tab)

Phone

(317) 203-4433

Other planners in Plainfield that publish fees

• Afp Group, LLCPlainfield$150/hr, $2,000
• Sunrift Capital Partners LLCPlainfield$250/hr, $2,500⁠-⁠$5,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Allstreet WealthWestfield$750/hr
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000

Compare all 3 planners in Plainfield