Hobbs Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $450.00 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“The fixed fee can range between $2,500.00 and $10,000.00.”

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

How Hobbs Wealth Management bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Clients may terminate the agreement without penalty for a full refund of HWM's fees within five business days of signing the Investment Advisory Contract.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

How Hobbs Wealth Management’s fees compare

• Its hourly rate of $450 is above the Indiana median of $250. 91% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Indiana median of $5,000. 70% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Zionsville that publish a flat or project fee charge less.

About Hobbs Wealth Management

• Principal: Charles Hobbs
• Firm size: 6 employees.
• Founded: 2022 (4 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

1.45% a year

Clients

194

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$146,673,348

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325374

Website

hobbswealth.com (opens in new tab)

Phone

(317) 559-2940

Can advise clients in 3 states: Indiana, Louisiana, Texas

Other planners in Zionsville that publish fees

• Storen FinancialZionsville$1,000⁠-⁠$10,000
• Tactical Wealth PartnersZionsville$400/mo, $4,800/yr
• Turtair Capital AdvisorsZionsville$3,000⁠-⁠$10,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000

Compare all 9 planners in Zionsville