Sycomore Financial fees
Financial planner in Anderson, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Sycomore Financial (Anderson, IN) charges $250 an hour and a monthly fee of $125 for financial planning.
- Website: sycomorefinancial.com (opens in new tab)
- Call (765) 335-6673
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Indiana median of $250; 29% of the 65 other planners in Indiana that publish an hourly rate charge less.
“The fee for project based engagements is determined by estimating the amount of time for completion and multiplying by $250 an hour.”
- Monthly fee
- $125/mo
“The monthly fee is $125/mth per $500,000 of net worth rounded up to the next $500K increment.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Sycomore Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account unless the client has voluntarily prepaid fees.”
- “The client may elect to pay in advance by paying semi-annually but they are only required to pay on a monthly basis.”
- “Fees for this service may be paid by electronic funds transfer, credit card, or check.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 50
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $14.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 11, 2026
- CRD number
- 287543 (opens in new tab)
- Phone
- (765) 335-6673
More planners in Indiana that publish fees
- Aydt Investment Management, Inc.EvansvilleHourly $300/hr
- Arena Wealth Advisors LLCJeffersonvilleHourly $300/hr
- Next Adventure Financial LLCLafayetteHourly $300/hr, Flat $500-$10,000
- Hendershott Wealth Management, LLCFishersHourly $350/hr, Flat $1,000-$12,000
- Lever Wealth ManagementEvansvilleHourly $300/hr, Flat up to $10,000
- Clinton Burch Financial PlanningBloomfieldHourly $150/hr, Flat $1,200
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.