MFG Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$400⁠-⁠$10,000

“Fixed fees refer to written financial plans, which range from $400 to $10,000, depending on the complexity of a client's financial situation.”

Annual fee

$600⁠-⁠$10,000/yr

“Negotiable annual retainer fees range from $600 to $10,000, depending on the complexity of a client's financial situation.”

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

How MFG Wealth Management, Inc. bills

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

• “The negotiable fee is due upon presentation of the plan.”
• “The negotiable hourly fee is up to $400 and is paid after the consultations.”

How MFG Wealth Management, Inc.’s fees compare

• Its flat or project fee of $400-$10,000 spans the Indiana median of $5,000. 56% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 9 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.
• Its annual fee of $600-$10,000 spans the Indiana median of $5,000. 56% of the 36 other Indiana planners that publish an annual fee charge less.
• 3 of the 8 other planners in Indianapolis that publish an annual fee charge less.

About MFG Wealth Management, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2003 (23 years).

Planning areas mentioned in the brochure

• Estate 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

327

Employees

4

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, and selecting other advisers

Assets managed

$146,030,774

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

125963

Website

facebook.com/mfgwealthmanagment (opens in new tab)

Phone

(317) 780-1006

Can advise clients in 2 states: Florida, Indiana

Other planners in Indianapolis that publish fees

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• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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