Highsmith Financial Planning, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Highsmith Financial Planning, LLC charges $230 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $230/hr; “Fees for financial planning and investment advice services are $230 per hour, billed in six minute increments.”

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

“Fees are negotiable at our sole discretion. 5 We may require a deposit for engagements in the amount of the lesser of $500 or half of the total estimated fee.”
“The balance of fees due is payable immediately upon presentation of the advice to the client.”
“Fees will not be collected for services to be performed more than six months in advance.”

Its hourly rate of $230 is below the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
None of the 2 other planners in Brownsburg that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“We provide Fee-Only, hourly, as-needed financial planning and investment advice services to individuals from all walks of life.”

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.
Credentials named in the brochure: CFP®.
Founded: 2009 (17 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Clients: 80
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 152282
Website: highsmithfinancialplanning.com (opens in new tab)
Phone: (317) 340-4844

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