Swartz Advisory LLC fees and pricing

Financial planner in Indianapolis, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Swartz Advisory LLC charges $100 an hour for financial planning.

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: $100/hr; “Services are offered based on an hourly fee of $100 per hour due upon delivery of the completed plan.”

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

“Monthly billing Fees are billed monthly in arrears based on an average daily balance of the account for the billing month.”
“Quarterly billing Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

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.
1 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

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: 3
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: $14,988,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298154
Phone: (224) 334-9271

Is something on this page wrong or out of date?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.