Sunrift Capital Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“Services are offered based on a flat fee between $2,500 and $5,000.”

Annual fee

$1,500⁠-⁠$5,000/yr

“Fees for ongoing financial planning and consulting will be based on a negotiable annual fee of $1,500 to $5,000.”

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

How Sunrift Capital Partners LLC bills

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

• “Fees are billed monthly or quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each month.”
• “The fees must be paid within 10 days following the conclusion of the billing period which the account is being billed for.”
• “Client may cancel at any time with no obligation and a check will be remitted to the client within ten (10) days of cancellation as a refund for the monies paid.”

How Sunrift Capital Partners LLC’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.
• 2 of the 2 other planners in Plainfield that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 is below the Indiana median of $5,000. 44% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Plainfield that publish a flat or project fee charge less.
• Its annual fee of $1,500-$5,000 is below the Indiana median of $5,000. 22% of the 36 other Indiana planners that publish an annual fee charge less.

About Sunrift Capital Partners 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

1.5% a year

Clients

205

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$41,757,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

159583

Website

sunriftcp.com (opens in new tab)

Phone

(317) 272-5810

Can advise clients in 7 states: Arizona, Florida, Georgia, Indiana, Michigan, North Carolina, Ohio

Other planners in Plainfield that publish fees

• Afp Group, LLCPlainfield$150/hr, $2,000
• Gunnell Financial PlanningPlainfield$150/hr, $500
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Allstreet WealthWestfield$750/hr
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000

Compare all 3 planners in Plainfield