Teeple Snyder Newsome Wealth & Tax Management fees and pricing
Financial planner in Brownsburg, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Teeple Snyder Newsome Wealth & Tax Management charges $250 an hour and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“LIMTED SCOPE FINANCIAL PLANNING AND CONSULTING SERVICES Limited scope financial planning and consulting services are offered at an hourly rate of $250 per hour or a project fee up to $10,000.”
- Annual fee
- $2,500/yr
“The fee shall be split into quarterly installments to be paid in advance to Advisor on a quarterly basis with a minimum annual fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Teeple Snyder Newsome Wealth & Tax Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee shall be split into quarterly installments to be paid in advance to Advisor on a quarterly basis.”
- “Fees are negotiable at the discretion of TSN.”
- “Fees are due in equal payments quarterly in advance. .”
How Teeple Snyder Newsome Wealth & Tax Management’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.
- 1 of the 2 other planners in Brownsburg that publish an hourly rate charge less.
- Its annual fee of $2,500 is below the Indiana median of $5,000. 14% of the 36 other Indiana planners that publish an annual fee charge less.
About Teeple Snyder Newsome Wealth & Tax Management
“Teeple Wealth Management, LLC dba Teeple Snyder Newsome Wealth & Tax Management (here after TSN) is a firm engaged in the business of providing sound financial and investment advice to its clients and has been doing so since its inception in May of 2008.”
- Firm size: 19 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 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
- 1.3% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 601
- Employees
- 19
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and newsletters and publications
- Assets managed
- $287,042,349
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147676
- Phone
- (317) 350-4255
Can advise clients in 6 states: Indiana, Kentucky, New Hampshire, Ohio, Tennessee, Texas
Other planners in Brownsburg that publish fees
- Highsmith Financial Planning, LLCBrownsburg$230/hr
- Skyview Capital ManagementBrownsburg$250/hr, $1,500-$10,000
- 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
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.