Spyglass Investment Management fees and pricing
Financial planner in Terre Haute, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Spyglass Investment Management charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Occasionally Spyglass will charge an hourly fee of $100 for projects that are limited in scope.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spyglass Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are billed quarterly, in arrears, meaning that Spyglass invoices the client after the billing period has ended.”
- “Fees are prorated based on the date that a client’s assets are first designated to be under Spyglass’ management up to the termination date of the advisory agreement.”
- “Fees are negotiable and current client relationships may exist where the fees are different from the fee schedule above.”
How Spyglass Investment Management’s fees compare
- Its hourly rate of $100 is below the Indiana median of $250. 2% of the 119 other Indiana planners that publish an hourly rate charge less.
About Spyglass Investment Management
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 511
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $156,419,092
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122594
- Phone
- (812) 238-8484
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
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.