Precedent Financial Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We also offer financial planning and consulting services on an hourly fee basis at $350 per hour billed in 6-minute increments.”

Flat or project fee

$3,500⁠-⁠$15,000

“Financial Planning and Consulting Services For clients requiring financial planning, we charge a fixed fee ranging from $3,500 to $15,000 upfront, and $7,500 to $30,000 annually, based on the complexity of the client's situation.”

Annual fee

$7,500⁠-⁠$30,000/yr

From the same sentence as above.

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

How Precedent Financial Strategies bills

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

• “Our annual portfolio management fee is payable quarterly in arrears based on the value of your account on the last day of the quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “This fee is payable in quarterly installments with the upfront portion due at inception, and then quarterly in arrears thereafter for the remainder of the engagement.”

How Precedent Financial Strategies’ fees compare

• Its hourly rate of $350 is above the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
• 21 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$15,000 spans the Indiana median of $5,000. 85% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 15 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.
• Its annual fee of $7,500-$30,000 is above the Indiana median of $5,000. 89% of the 36 other Indiana planners that publish an annual fee charge less.
• 8 of the 8 other planners in Indianapolis that publish an annual fee charge less.

About Precedent Financial Strategies

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Divorce
• Cash flow and budgeting

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

1% a year

Clients

74

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$111,451,980

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169100

Website

precedentstrategies.com (opens in new tab)

Phone

(800) 264-9908

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

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