Indian River Financial Group, Inc. fees and pricing
Financial planner in Delray Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Indian River Financial Group, Inc. charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Such fee will be a fixed fee not to exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Indian River Financial Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Your account will be billed quarterly in advance by the Portfolio Manager based on the fair market value for the portion of your portfolio that falls within each tier of our fee schedule.”
- “The fees may be negotiable on a client-to-client basis.”
- “We require one-half the Initial Fee be paid at the time the Agreement is signed, with the remaining balance billed upon completion of the financial plan8.”
How Indian River Financial Group, Inc.’s fees compare
- Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
- None of the 3 other planners in Delray Beach that publish a flat or project fee charge less.
About Indian River Financial Group, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2001 (25 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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137197
- Phone
- (561) 362-0331
Other planners in Delray Beach that publish fees
- Atlas Capital Advisory LLCDelray Beach$150/hr, $500-$5,000
- Bfa Wealth ManagementDelray Beach$208/mo, $2,500/yr
- Roath Capital AdvisoryDelray Beach$250/hr, $1,250/qtr
- Stillpoint WealthDelray Beach$5,000
- Sundial Wealth LLCDelray Beach$500/hr
- Zuraw FinancialDelray Beach$200-$400/hr, $500
Is something on this page wrong or out of date?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.