PlannerFees

Invst, LLC fees and pricing

Financial planner in Indianapolis, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 2, 2026, Invst, LLC charges a monthly fee of $99 for financial planning.

Published fees

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

Monthly fee
$99/mo
“In addition to its annual fee, Tomoro can charge a fixed monthly fee of $99 for access to its Client Portal, as described in Item 4.”

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

How Invst, LLC bills

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

  • “In the event the Advisory Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
  • “The annual fee is prorated and monthly, in arrears, based upon the market value of the average daily account balance (with the exception of illiquid assets, such as private investment funds, which are generally valued on a quarterly basis).”
  • “In the event the Advisory Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

About Invst, LLC

“Tomoro offers a variety of advisory services—which include financial planning, consulting, and investment management services—with a focus on educating, guiding and counseling clients toward reaching their full financial potential.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 65 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Tax planning

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
2% a year
Clients
2,193
Employees
65
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$1,565,110,275
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
282863
Website
lloydeasters.com (opens in new tab)
Phone
(317) 202-1891

Can advise clients in 41 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

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