Private Counsel Group, LTD. fees and pricing

Financial planner in Indianapolis, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Private Counsel Group, LTD. charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$500/hr; “Our maximum investment advisory fees as a percentage of assets under management are 1.00% or an hourly fee of between $250 and $500 billed in arrears.”

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

“They are applied to the household asset value pro-rata and billed monthly in arrears.”
“The initial fee will be based on the portfolio's market value on the last business day of the partial month, prorated for the number of days in the month that your account is under management.”
“At our discretion, you may pay the advisory fees directly to our Firm by check.”

Its hourly rate of $250-$500 is above the Indiana median of $250. 87% of the 119 other Indiana planners that publish an hourly rate charge less.
24 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 63
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $116,007,039
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 300083
Website: linkedin.com/in/anthony-larosa- (opens in new tab)
Phone: (317) 627-8957

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