SRL Financial fees and pricing
Financial planner in Cicero, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 13, 2026, SRL Financial charges an annual fee of $3,000-$18,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000-$18,000/yr
“The annual fee range is $3,000 to $18,000, and is based on Client’s net worth and income.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SRL Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Clients may also pay by electronic funds transfer (EFT) or check.”
- “The Advisory Contract may be terminated with written notice 30 calendar days in advance.”
How SRL Financial’s fees compare
- Its annual fee of $3,000-$18,000 spans the Indiana median of $5,000. 75% of the 36 other Indiana planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About SRL Financial
- Principal: Spencer Shoemaker
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 343656
- Phone
- (317) 420-7448
Other planners in Cicero that publish fees
- Comprehensive Financial ConsultantsCicero$500-$10,000, $125-$2,500/qtr
- 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Is something on this page wrong or out of date?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.