Lindsey Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“An hourly fee of $250 per hour is charged by Lindsey Wealth Management for financial planning services under this arrangement.”

Flat or project fee

$500⁠-⁠$5,000

“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $5,000.”

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

How Lindsey Wealth Management bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period is based on the average daily balance from when services commence.”
• “Any unpaid hourly fees are due immediately upon completion and delivery of the financial plan.”

How Lindsey Wealth Management’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 $500-$5,000 is below the Indiana median of $5,000. 26% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Lindsey Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2014 (12 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

1.8% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

194

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$23,284,978

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174054

Website

lindseywealth.com (opens in new tab)

Phone

(812) 316-2079

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