Indy Wealth Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 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 if the financial plan has not already been delivered.”

Flat or project fee

$600⁠-⁠$6,000

“The fixed fee can range between $600.00 and $6,000.”

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

How Indy Wealth Solutions, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis within one calendar week.”

How Indy Wealth Solutions, LLC’s fees compare

• Its hourly rate of $200 is below the Indiana median of $250. 21% of the 119 other Indiana planners that publish an hourly rate charge less.
• 3 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $600-$6,000 spans the Indiana median of $5,000. 39% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 4 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Indy Wealth Solutions, LLC

• Principal: Cory N. Smith
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

Clients

78

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,945,926

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283634

Website

indywealthsolutions.com (opens in new tab)

Phone

(260) 312-5413

Can advise clients in 2 states: California, Indiana

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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