Tactical Wealth Partners fees and pricing
Financial planner in Zionsville, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Tactical Wealth Partners charges a monthly fee of $400 and an annual fee of $4,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $400/mo
“Our current standard fee for new clients is $4,800 per year, typically billed as $400 per month.”
- Annual fee
- $4,800/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tactical Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed monthly in advance and are paid via automatic bank draft or credit/debit card through a third-party payment processor.”
- “For financial planning fees billed monthly in advance, unearned fees will be pro-rated and refunded as described in the agreement.”
- “For investment management fees billed in arrears, clients generally will owe fees only for the period during which services were actually provided.”
How Tactical Wealth Partners’ fees compare
- Its annual fee of $4,800 is below the Indiana median of $5,000. 47% of the 36 other Indiana planners that publish an annual fee charge less.
About Tactical Wealth Partners
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- 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
- 97
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $13,177,838
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286416
- Phone
- (210) 843-4866
Can advise clients in 3 states: California, Indiana, Texas
Other planners in Zionsville that publish fees
- Hobbs Wealth ManagementZionsville$450/hr, $2,500-$10,000
- Storen FinancialZionsville$1,000-$10,000
- Turtair Capital AdvisorsZionsville$3,000-$10,000
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
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.