Smart Choice Financial Planning, Inc. fees and pricing
Financial planner in St. John, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Smart Choice Financial Planning, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning fees are project-based hourly fees and are estimated within a range at the initial client meeting based on an hourly rate of $250 an hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Smart Choice Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients who choose this service pay an annual flat fee billed semi-annually on June 15 and December 15.”
- “Portfolio monitoring fees will differ for each client and are negotiable when engaging our services.”
- “Fees will be prorated for the initial six month billing period and on the final six month period for accounts that close or are transferred.”
How Smart Choice Financial Planning, Inc.’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.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Smart Choice Financial Planning, Inc.
“Smart Choice Financial Planning, Inc. provides as-needed financial planning and investment related services to individuals, families and businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Clients
- 80
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $96,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140207
- Phone
- (219) 682-7544
Other planners in St. John that publish fees
- Griffin Financial Advisors, LLCSt. John$300/hr, $1,000-$3,600
- 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
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.