The Financial Resource Center fees and pricing
Financial planner in Carmel, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 11, 2026, The Financial Resource Center charges $350-$400 an hour and a quarterly fee of $1,750-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$400/hr
“Rate Fixed Rate $350 to $400 per hour $1,750 to $3,000 per quarter The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.”
- Quarterly fee
- $1,750-$3,000/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Financial Resource Center bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Retirement plan consulting fees are in arrears.”
- “Financial planning fees are payable by check to The Financial Resource Center.”
- “Individual complexities will determine the fixed fee charged based on the number of hours estimated to complete the plan but not billed based on actual hours.”
How The Financial Resource Center’s fees compare
- Its hourly rate of $350-$400 is above the Indiana median of $250. 87% of the 119 other Indiana planners that publish an hourly rate charge less.
- 8 of the 8 other planners in Carmel that publish an hourly rate charge less.
About The Financial Resource Center
“Lane, CFP , CMFC Carol has over thirty-five years of financial planning experience and serves as an Investment Advisor Representative in addition being the owner.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- Clients
- 237
- Employees
- 5
- Works with
- Individuals, pension and profit sharing plans, state and local governments, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $642,481,363
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316747
- Phone
- (317) 871-8571
Can advise clients in 6 states: Florida, Illinois, Indiana, Louisiana, Ohio, Virginia
Other planners in Carmel that publish fees
- Catalyze Wealth ManagementCarmel$4,800-$15,000/yr
- Circle City Wealth Management LLCCarmel$500-$5,000
- Fortitude Private WealthCarmel$300/hr, $3,000-$10,000
- Fortress Capital AdvisorsCarmel$7,500-$15,000/yr
- Integrated Investment Strategies,inc.Carmel$3,500/yr
- Keystone Financial Advisory, LLCCarmel$180/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.