Salt Light Investing for the Good fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Financial planning fees typically range from $1,000 to $5,000 per engagement or per year depending on the structure and scope of services.”

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

How Salt Light Investing for the Good bills

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

• “Fees are negotiable and are calculated as an annual percentage rate applied to the client’s assets under management (“AUM”) included for billing purposes.”
• “Unless otherwise agreed in writing, fees are billed quarterly in advance in accordance with the client’s advisory agreement.”
• “Where applicable, we may also provide an invoice or fee notice describing the advisory fee and calculation.”

How Salt Light Investing for the Good’s fees compare

• Its flat or project fee of $1,000-$5,000 is below the Indiana median of $5,000. 33% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Salt Light Investing for the Good

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2026.

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

2.1% a year

Minimum

$3,000 minimum fee (stated in brochure)

Employees

3

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340586

Website

saltlightinvesting.com (opens in new tab)

Phone

(812) 358-8477

Can advise clients in 2 states: Indiana, Wyoming

Other planners in Seymour that publish fees

• Valentine Wealth ManagementSeymour$250/hr, $250⁠-⁠$25,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000

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