Park + Elm Investment Advisers fees and pricing

Financial planner in Carmel, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 2, 2026, Park + Elm Investment Advisers charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “Park and Elm charges an hourly fee of $250 per hour for financial planning with a minimum of 5 hours.”

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

“Should a client terminate his/her agreement mid-quarter, the client will be billed pro rata for the number of days during the quarter that services were provided.”
“The fees will be billed monthly/quarterly in advance/arrears.”
“The fees shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”

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.
2 of the 8 other planners in Carmel that publish an hourly rate charge less.

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: 1.25% a year
Clients: 260
Employees: 3
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $88,245,047
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 146233
Website: twitter.com/kevinfward7 (opens in new tab)
Phone: (855) 727-5356

Can advise clients in 3 states: Indiana, Ohio, Washington

Is something on this page wrong or out of date?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.