Obsidiant Partners LLC fees and pricing
Financial planner in Carmel, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Obsidiant Partners LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly Fee: $300 per hour Negotiated Fee:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Obsidiant Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are generally payable quarterly, in advance based on the market value of the portfolio at the end of the preceding quarter.”
- “Subject to client authorization, the Sub-Adviser typically calculates and collects the total management fee payable by clients from the clients' custodial accounts.”
How Obsidiant Partners 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.
- 3 of the 8 other planners in Carmel that publish an hourly rate charge less.
About Obsidiant Partners LLC
“The Adviser provides discretionary portfolio management as well as financial planning services to high net worth individuals, corporations, retirement and pension plans and participants, and other entities.”
- Firm size: 3 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
- Charitable giving
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
- 0.5% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 13
- Employees
- 3
- 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
- $10,170,762
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332516
- Phone
- (317) 766-4100
Other planners in Carmel that publish fees
- Catalyze Wealth ManagementCarmel$4,800-$15,000/yr
- Circle City Wealth Management LLCCarmel$500-$5,000
- Fortitude Private WealthCarmel$300/hr, $3,000-$10,000
- Fortress Capital AdvisorsCarmel$7,500-$15,000/yr
- Integrated Investment Strategies,inc.Carmel$3,500/yr
- Keystone Financial Advisory, LLCCarmel$180/hr
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.