PlannerFees

Relevant Financial Advisors LLC fees and pricing

Financial planner in Elkhart, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Relevant Financial Advisors LLC charges a flat or project fee of $5,000 and an annual fee of $3,500 for financial planning.

Published fees

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

Flat or project fee
$5,000
“For clients who have a manageable investment portfolio of less than $350,000, Relevant may structure the fee as an initial project fee of $5,000.”
Annual fee
$3,500/yr
“ADV Part II v8.0 03-26-26 4 RELEVANT FINANCIAL ADVISORS LLC FORM ADV PART II BROCHURE Fee Allowances Minimum Assets For clients with an investment portfolio between $350,000 and $500,000, Relevant may discount the minimum annual fee to $3,500 for the shorter of 2 years or until the portfolio reaches $500,000.”

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

How Relevant Financial Advisors LLC bills

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

  • “Fees are calculated once a year then billed in quarterly installments in advance.”
  • “In very limited and unique circumstances, fees may be negotiable.”

How Relevant Financial Advisors LLC’s fees compare

  • Its flat or project fee of $5,000 matches the Indiana median of $5,000. 50% of the 84 other Indiana planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Elkhart that publish a flat or project fee charge less.
  • 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.

About Relevant Financial Advisors LLC

“Relevant provides individuals and their families with independent, comprehensive financial planning and investment advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Cash flow and budgeting
  • Charitable giving

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
0.5% a year
Minimum
$350,000 in assets (stated in brochure)
Clients
28
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$38,564,396
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
174465
Website
relevantfinancial.com (opens in new tab)
Phone
(574) 206-4454

Other planners in Elkhart that publish fees

Compare all 3 planners in Elkhart

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