Hoosier Financial Planning, LLC fees
Financial planner in Indianapolis, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, Hoosier Financial Planning, LLC (Indianapolis, IN) charges up to $250 an hour and a flat or project fee of up to $1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Indianapolis median of $250. Capped at $250, at or below the Indiana median of $250.
“The maximum hourly fee to be charged will not exceed $250.”
- Flat or project fee
- Up to $1,000
Capped at $1,000, at or below the Indianapolis median of $3,625. Capped at $1,000, at or below the Indiana median of $5,000.
“Flat fees will not exceed $1,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Hoosier Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 67
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $22 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 4, 2026
- CRD number
- 305199 (opens in new tab)
- Phone
- (317) 210-3535
Other planners in Indianapolis that publish fees
- Meridian Investment Advisors, Inc.IndianapolisHourly $175-$250/hr, Flat $500-$2,000
- CFG Wealth Management Services IncIndianapolisHourly $250/hr
- Piedmont Financial Advisors, LLCIndianapolisAnnual from $3,500/yr
- Capstone Wealth Advisors, Inc.IndianapolisHourly $250/hr
- Swartz Advisory LLCIndianapolisHourly $100/hr
- I4 Advisors LLCIndianapolisHourly $200-$300/hr 2022 brochure
Is something on this page wrong or out of date?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.