Snowbird Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$100/hr

“Depending on the complexity of the situation and the needs of the client, the hourly fee for these services is between $50 and $100.”

Flat or project fee

$500⁠-⁠$10,000

“Depending on the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $10,000.”

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

How Snowbird Financial LLC bills

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

• “Fees are paid quarterly in arrears and clients may terminate their contracts with five days written notice.”
• “Clients will be billed pro-rata if they terminate their contracts prior to the quarter end.”
• “Because fees are charged in arrears, no refund policy is necessary.”

How Snowbird Financial LLC’s fees compare

• Its hourly rate of $50-$100 is below the Indiana median of $250. None of the 119 other Indiana planners that publish an hourly rate charge less.
• None of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Indiana median of $5,000. 57% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 10 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Snowbird Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 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

No minimum stated in brochure

Clients

179

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$35,433,493

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164999

Website

snowbirdfinancial.com (opens in new tab)

Phone

(317) 610-9096

Can advise clients in 3 states: Alaska, Florida, Indiana

Other planners in Indianapolis that publish fees

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• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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