I4 Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated April 13, 2022, I4 Advisors LLC charges $200⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$300/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200 to $300.”

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

“Fees for the different portfolios are paid quarterly in arrears, and clients may terminate their contracts with written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $200-$300 spans the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
9 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2011 (15 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 2
Employees: 1
Works with: Individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $9,956,277
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 157911
Phone: (317) 251-6770

Is something on this page wrong or out of date?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.