Lion Quest LLC fees and pricing
Financial planner in Greenfield, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Lion Quest LLC charges a flat or project fee of $150-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $150-$5,000
“The negotiated fixed rate for creating client financial plans is between $150 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lion Quest LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of LQL's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of LQL’s fees, within five business days of signing the Financial Planning Agreement.”
How Lion Quest LLC’s fees compare
- Its flat or project fee of $150-$5,000 is below the Indiana median of $5,000. 24% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Lion Quest LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 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% a year
- Clients
- 42
- Employees
- 1
- Works with
- Individuals and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $6,367,931
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305163
- Phone
- (317) 987-4103
Other planners in Greenfield that publish fees
- Dynamic Legacy PlanningGreenfield$100/hr, $500-$2,500
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.