Spectrum Advisors Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Method of Compensation and Fee Schedule FINANCIAL PLANNING and CONSULTING SAF charges either on a negotiable fixed fee basis with a maximum of $2,500 or on an hourly fee of $200 per hour basis for financial planning.”

Flat or project fee

$2,500

From the same sentence as above.

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

How Spectrum Advisors Financial, LLC bills

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

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
• “The payments are received in two installments: half at the commencement of the planning process with the balance of the payment due upon delivery of completed plan.”
• “Client may cancel within five (5) days of signing Agreement for a full refund.”

How Spectrum Advisors Financial, LLC’s fees compare

• Its hourly rate of $200 is below the Indiana median of $250. 21% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Indiana median of $5,000. 20% of the 84 other Indiana planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Spectrum Advisors Financial, LLC

• Principal: Donald House
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149836

Website

safefg.com (opens in new tab)

Phone

(765) 373-8235

Other planners in Indiana that publish fees

• 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
• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000

Compare all 260 planners in Indiana