Indie Financial Planning fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Indie Financial Planning charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $200.00 per hour, and the client will be refunded the difference.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Indie Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual asset-based fees are negotiable, prorated, and paid in advance on a quarterly basis.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”
How Indie Financial Planning’s fees compare
- Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
- 7 of the 54 other planners in Chicago that publish an hourly rate charge less.
About Indie Financial Planning
- Principal: Leslie F. Ransom
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2015 (11 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% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,250,233
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281529
- Phone
- (847) 868-2252
Can advise clients in 2 states: California, Illinois
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
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.