Raton Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“It is a one-time project fee that typically ranges between $500 and $10,000.”

Annual fee

$3,600/yr

“Clients under the $400,000 threshold will be charged our minimum annual fee of $3,600 until client’s manageable investment portfolio exceeds $400,000.”

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

How Raton Wealth bills

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

• “Our fees are billed monthly, in advance, at the beginning of each calendar month based upon the market value of the client's account on the last trading day of the previous month.”
• “The fee is negotiable at Advisor's discretion.”
• “Ongoing planning services (including plan updates, new analyses and/or projections) would be provided and charged via an annual retainer fee, billed quarterly.”

How Raton Wealth’s fees compare

• Its flat or project fee of $500-$10,000 spans the Indiana median of $5,000. 57% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Fishers that publish a flat or project fee charge less.
• Its annual fee of $3,600 is below the Indiana median of $5,000. 36% of the 36 other Indiana planners that publish an annual fee charge less.

About Raton Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.9% a year

Minimum

$3,600 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, market timing, and educational seminars and workshops

Assets managed

$18,087,380

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290027

Website

ratonwealth.com (opens in new tab)

Phone

(317) 967-2010

Other planners in Fishers that publish fees

• CBG & Company, Inc.Fishers$200⁠-⁠$300/hr
• Genesis Advisors, LLCFishers$125⁠-⁠$300/hr
• Gentry FinancialFishers$500/hr, $5,000⁠-⁠$10,000
• Heartland Financial PlannersFishers$299/hr, $2,950
• Hendershott Wealth Management, LLCFishers$350/hr, $1,000⁠-⁠$12,000
• Human Capital Wealth ManagementFishers$250/hr, $1,500⁠-⁠$5,000

Compare all 16 planners in Fishers