Lifecare Retirement Solutions Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$1,000

“Financial plans are billed an initial $1,000 or if Client chooses the hourly rate and the total fee is less than $1,000, Client will pay half of the total amount due.”

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How Lifecare Retirement Solutions Inc. bills

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

• “LifeCare will issue a check if a refund is due.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account - 3LifeCare Retirement Solutions, Inc. additions and withdrawals in the time period.”

How Lifecare Retirement Solutions Inc.’s fees compare

• Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Indiana median of $5,000. 5% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Lifecare Retirement Solutions Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 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

3% a year

Employees

2

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291165

Phone

(317) 669-1400

Other planners in Indiana that publish fees

• 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
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000

Compare all 260 planners in Indiana