Remnant Wealth fees and pricing

Published fees

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

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$1,000⁠-⁠$20,000

“Fixed fee rates range between $1,000 - $20,000.”

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

How Remnant Wealth bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Remnant Wealth’s fees compare

• Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
• 3 of the 8 other planners in Carmel that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Indiana median of $5,000. 86% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Carmel that publish a flat or project fee charge less.

About Remnant Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
• Registered as an adviser: 2025.

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

1.5% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339551

Website

remnantwealth.org (opens in new tab)

Phone

(317) 694-6726

Other planners in Carmel that publish fees

• Catalyze Wealth ManagementCarmel$4,800⁠-⁠$15,000/yr
• Circle City Wealth Management LLCCarmel$500⁠-⁠$5,000
• Fortitude Private WealthCarmel$300/hr, $3,000⁠-⁠$10,000
• Fortress Capital AdvisorsCarmel$7,500⁠-⁠$15,000/yr
• Integrated Investment Strategies,inc.Carmel$3,500/yr
• Keystone Financial Advisory, LLCCarmel$180/hr

Compare all 27 planners in Carmel