Skyview Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“4- Financial Planning Services are offered based on a fixed fee between $1,500 to $10,000.”

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

How Skyview Capital Management bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “These adjustments are made in the first calendar quarter billing cycle following the quarter in which the inflows/outflows occurred and are prorated based on the deposit or withdrawal date.”

How Skyview Capital Management’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 2 other planners in Brownsburg that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Indiana median of $5,000. 67% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Skyview Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

1.25% a year

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,062,817

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291926

Website

skyviewcm.com (opens in new tab)

Phone

(317) 919-1654

Other planners in Brownsburg that publish fees

• Highsmith Financial Planning, LLCBrownsburg$230/hr
• Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg$250/hr, $2,500/yr
• 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

Compare all 3 planners in Brownsburg