PlannerFees

Santiago.life fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, Santiago.life charges $250 an hour, a flat or project fee of $5,000, a monthly fee of $750, and an annual fee of $24,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“You will incur a pro-rata charge for services rendered prior to the date of termination of the agreement (not to exceed the contracted fixed fee amount) at the current rate of $250 per hour.”
Flat or project fee
$5,000
“AlignedLife Financial Planning as a Project-Based Relationship 11 We charge $5,000 for an individual and $7,500 for a couple for a project-based AlignedLife relationship.”
Monthly fee
$750/mo
“AlignedLife™ Financial Planning and Optional Asset Allocation Selection and Monitoring We charge a minimum fee of $9,000 per year ($750 per month) for AlignedLife services.”
Annual fee
$24,000/yr
“AlignedLife+™ Financial Planning and Optional Asset Allocation Selection and Monitoring We charge $24,000 a year for AlignedLife+ services.”

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

How Santiago.life bills

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

  • “Our portfolio management fee is negotiable, depending on individual client circumstances.”
  • “You will incur a pro-rata charge for services rendered prior to the termination of the agreement, which means you will incur portfolio management fees only in proportion to the number of days during the calendar month during which you were a client.”
  • “Our annual AlignedLife+ services fee is payable monthly, in advance, across 12 individual installment payments coinciding with our monthly review and payable using the AdvicePay software.”

How Santiago.life’s fees compare

  • Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
  • 1 of the 8 other planners in Fishers that publish an hourly rate charge less.
  • 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.
  • 2 of the 5 other planners in Fishers that publish a flat or project fee charge less.
  • Its annual fee of $24,000 is above the Indiana median of $5,000. 94% of the 36 other Indiana planners that publish an annual fee charge less.

About Santiago.life

“Wealth Management Customized Portfolio Management (Legacy Relationship) We offer discretionary customized portfolio management services that are tailored to meet with your individual investment needs and objectives.”
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: 2015 (11 years).

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% a year
Minimum
$9,000 minimum fee (stated in brochure)
Clients
130
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed
$88,824,851
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
257786
Website
allaboutyourbenjamins.com (opens in new tab)
Phone
(317) 593-9390

Other planners in Fishers that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.