Indy Advisors, LLC. fees and pricing

Published fees

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

Hourly rate

$75⁠-⁠$150/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $75 - $150.”

Flat or project fee

$500⁠-⁠$2,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $2,000.”

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

How Indy Advisors, LLC. bills

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

• “Fees are paid monthly in advance, and clients may terminate their contracts with 48 hours’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a month at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Indy Advisors, LLC.’s fees compare

• Its hourly rate of $75-$150 is below the Indiana median of $250. 5% of the 119 other Indiana planners that publish an hourly rate charge less.
• 2 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Indiana median of $5,000. 10% of the 84 other Indiana planners that publish a flat or project fee charge less.
• None of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Indy Advisors, LLC.

• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

No minimum stated in brochure

Clients

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,625,949

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152791

Website

indyadvisors.net (opens in new tab)

Phone

(317) 679-4930

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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