Migration Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We also provide financial planning as an hourly engagement at the rate of $300 per hour.”

Flat or project fee

$300⁠-⁠$25,000

“Limited Scope Financial Planning Services Project-Based Engagements Fixed fees for project-based engagements will typically range between $300 and $25,000.”

Annual fee

$3,900/yr

“For clients with less than $260,000 in AUM, the advisory fee consists of a flat annual fee starting at $3,900, which may be subject to change annually.”

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

How Migration Wealth Management, LLC bills

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

• “Fees could be negotiable, and we reserve the right to offer fee waivers or discounts at our sole discretion.”
• “For fees paid by electronic funds transfer, debit card, or credit card, we use an independent third-party payment processor in which the client can securely input their banking information and pay their fee.”
• “The annual fees are prorated and paid in arrears on a quarterly basis.”

How Migration Wealth Management, LLC’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 $300-$25,000 spans the Indiana median of $5,000. 93% of the 84 other Indiana planners that publish a flat or project fee charge less.
• Its annual fee of $3,900 is below the Indiana median of $5,000. 39% of the 36 other Indiana planners that publish an annual fee charge less.

About Migration Wealth Management, LLC

• Principal: Drew Feutz
• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

68

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$20,720,044

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318660

Website

migrationwealthmanagement.com (opens in new tab)

Phone

(317) 584-6448

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