PlannerFees

Northwest Financial Services Inc fees and pricing

Financial planner in Indianapolis, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Northwest Financial Services Inc charges a flat or project fee of $5,000 and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“Form ADV Part 2A, Item 5 NWFS charges an initial financial planning fee of $5,000 which may be credited against future advisory fees.”
Annual fee
$5,000/yr
“NWFS will charge the higher of the minimum annual fee ($5,000, billed as $2,500 every six months) or the percentage of assets we manage as noted in the fee schedules above.”

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

How Northwest Financial Services Inc bills

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

  • “The annual minimum fee is negotiable and sometimes a flat fee may be negotiated.”
  • “The advisory fee is billed semiannually based on the market value of assets as of the end of the previous quarter.”
  • “The client may choose to have us withdraw their fee from their account, or they may choose to pay the fee by check.”

How Northwest Financial Services Inc’s fees compare

  • Its flat or project fee of $5,000 matches the Indiana median of $5,000. 50% of the 84 other Indiana planners that publish a flat or project fee charge less.
  • 8 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.
  • Its annual fee of $5,000 matches the Indiana median of $5,000. 50% of the 36 other Indiana planners that publish an annual fee charge less.
  • 2 of the 8 other planners in Indianapolis that publish an annual fee charge less.

About Northwest Financial Services Inc

“Investment Advice Tax Planning Stock Option Planning Retirement Planning Education Funding Insurance Analysis Estate Planning Charitable Giving Strategies If the client wants us to implement the plan, we will provide ongoing investment supervisory services and continue to offer financial advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 11 employees.
  • Credentials named in the brochure: CFP®, CPA, EA, and CFA.
  • Registered as an adviser: 1992 (34 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Equity compensation
  • Insurance analysis
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.9% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
377
Employees
11
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$634,899,243
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
106805
Website
northwestfinancial.net (opens in new tab)
Phone
(317) 844-0448

Can advise clients in 9 states: Arizona, California, Colorado, Florida, Indiana, Michigan, Ohio, Tennessee, Texas

Other planners in Indianapolis that publish fees

Compare all 60 planners in Indianapolis

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.