Perspective Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“The hourly fee for these services is $125.”

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

How Perspective Asset Management, LLC bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Perspective Asset Management, LLC’s fees compare

• Its hourly rate of $125 is below the Indiana median of $250. 6% of the 119 other Indiana planners that publish an hourly rate charge less.

About Perspective Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

155699

Phone

(317) 833-6299

Other planners in Westfield that publish fees

• Allstreet WealthWestfield$750/hr
• Hamilton Wealth, LLCWestfield$1,000⁠-⁠$25,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000

Compare all 5 planners in Westfield