Piedmont Financial Advisors, LLC fees and pricing
Financial planner in Indianapolis, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Piedmont Financial Advisors, LLC charges an annual fee of $3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,500/yr
“Minimum annual fee for Open Retainer is $3,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Piedmont Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client may also pay Advisor’s fee by check or ACH.”
- “Advisor will promptly refund any prepaid but unearned fees.”
- “Any fees that have been earned but not yet paid by Client will be due and payable.”
How Piedmont Financial Advisors, LLC’s fees compare
- Its annual fee of $3,500 is below the Indiana median of $5,000. 25% of the 36 other Indiana planners that publish an annual fee charge less.
- 1 of the 8 other planners in Indianapolis that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Piedmont Financial Advisors, LLC
“An Open Retainer provides holistic/comprehensive financial planning for a fixed fee over the course of one year.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $3,500 minimum fee (stated in brochure)
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142921
- Phone
- (317) 287-0575
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
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.