Indieplan LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$330/hr

“Analysis of complex private investments or financial circumstances may be subject to additional hours billed at our hourly rate of $330/hour, which will be agreed upon by both the client and IP and memorialized in the signed client agreement.”

Flat or project fee

$8,750⁠-⁠$30,000

“The range for a one-time engagement is between $8,750 and $30,000 per engagement based on the complexity of the client’s model portfolios and the scope of the review.”

Annual fee

$2,640⁠-⁠$4,290/yr

“Ongoing Planning Service Indie Partnership Program™** Flat Annual Fees (due quarterly in arrears)* Individuals Couples $2640 $4290 *Our fee is negotiable.”

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

How Indieplan LLC bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Clients must approve of the fee increase through AdvicePay.”
• “Fees will not increase without prior Client approval through AdvicePay. 7 Hourly Projects We charge an hourly fee for limited scope projects.”

How Indieplan LLC’s fees compare

• Its hourly rate of $330 is above the New York median of $300. 61% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $8,750-$30,000 is above the New York median of $4,500. 94% of the 251 other New York planners that publish a flat or project fee charge less.
• Its annual fee of $2,640-$4,290 is below the New York median of $6,250. 26% of the 80 other New York planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Indieplan LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333461

Website

indieplan.com (opens in new tab)

Phone

(914) 458-7594

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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