Plan Wise Wealth Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Services are offered based on an hourly fee of $225 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Services are offered based on a flat fee between $1,000 and $10,000.”

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

How Plan Wise Wealth Group, LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Plan Wise Wealth Group, LLC’s fees compare

• Its hourly rate of $225 is below the Indiana median of $250. 31% of the 119 other Indiana planners that publish an hourly rate charge less.
• 7 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Indiana median of $5,000. 63% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 12 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Plan Wise Wealth Group, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

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

3% a year

Clients

40

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$8,237,290

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333706

Website

planwisewealthgroup.com (opens in new tab)

Phone

(317) 759-7328

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• 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

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