Lever Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

Up to $10,000

“Fixed fee rates range between $0 - $10,000.”

Annual fee

$15,000⁠-⁠$35,000/yr

“Wealth Management Services Wealth Management Fee Wealth Management $15,000 - $35,000 annual fee, paid monthly The advisory fee is paid monthly in advance, and may be negotiable.”

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

How Lever Wealth Management bills

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

• “Fees are paid monthly in advance, ranging from $400 - $1,000.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Lever Wealth Management’s fees compare

• Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of up to $10,000 spans the Indiana median of $5,000. 50% of the 84 other Indiana planners that publish a flat or project fee charge less.
• Its annual fee of $15,000-$35,000 is above the Indiana median of $5,000. 97% of the 36 other Indiana 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 Lever Wealth Management

• Principal: Andrew Fallwell
• Firm size: 3 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

Clients

36

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$49,994,408

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332364

Website

youtube.com/channel/UCRczLSDCJ-l_x2zUIyuNYtQ (opens in new tab)

Phone

(812) 629-7608

Other planners in Evansville that publish fees

• Aydt Investment Management, Inc.Evansville$300/hr
• Donaldson Capital Management LLCEvansville$4,500/yr
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr

Compare all 4 planners in Evansville