Northbound Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Upon termination of the agreement, any earned but unpaid fees will be billed for work completed up to the date of termination Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly, in arrears, at the rate of…”

Monthly fee

$100⁠-⁠$2,000/mo

From the same sentence as above.

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

How Northbound Wealth bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Fees are based on complexity and needs of the client and may be negotiable in certain cases.”

How Northbound Wealth’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.
• 9 of the 30 other planners in Indianapolis 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.
• 2 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Northbound Wealth

• Principal: Brent Foster
• Firm size: 2 employees.
• 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

86

Employees

2

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, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$43,544,224

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311107

Website

northboundwealth.com (opens in new tab)

Phone

(317) 399-1107

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• 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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