Human Capital Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $250 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“Following delivery, ongoing financial planning and advice may be provided as an integral part of the investment management relationship and compensated through the AUM-based advisory fee, in which case no separate ongoing planning fee is charged. ● Ongoing Financial Planning - Ongoing Financial Planning consists of…”

Monthly fee

$250⁠-⁠$625/mo

From the same sentence as above.

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

How Human Capital Wealth Management bills

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

• “Engagements initiated during a billing period will be charged a prorated fee based on the amount of time in the billing period.”
• “This service may be terminated with written notice at least 30 calendar days in advance.”
• “Fees for held away account management are calculated on the value of those assets using the same AUM-based advisory fee schedule shown above and are billed on the same monthly basis as HCWM’s other investment management accounts.”

How Human Capital Wealth Management’s fees compare

• Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Fishers that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the Indiana median of $5,000. 37% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Fishers that publish a flat or project fee charge less.

About Human Capital Wealth Management

• Principal: Scott Dunlap
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

Clients

99

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$18,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319649

Website

humancapital.llc (opens in new tab)

Phone

(317) 927-8959

Other planners in Fishers that publish fees

• CBG & Company, Inc.Fishers$200⁠-⁠$300/hr
• Genesis Advisors, LLCFishers$125⁠-⁠$300/hr
• Gentry FinancialFishers$500/hr, $5,000⁠-⁠$10,000
• Heartland Financial PlannersFishers$299/hr, $2,950
• Hendershott Wealth Management, LLCFishers$350/hr, $1,000⁠-⁠$12,000
• Pace Financial Group, LLCFishers$500/hr

Compare all 16 planners in Fishers