The Just Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$10,000

“Fees are disclosed in the Financial Planning Agreement and typically range between $750 and $10,000 but may be higher in certain instances. 2.) The Client’s Financial Plan will be updated each year for an ongoing fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How The Just Company bills

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

• “If the agreement is terminated before the written financial plan is completed, there is no refund of the deposit.”
• “Thereafter, the fee is due and payable in full.”
• “Such management fees are disclosed in a fund’s prospectus and are neither negotiable nor refundable.”

How The Just Company’s fees compare

• Its flat or project fee of $750-$10,000 spans the Indiana median of $5,000. 62% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 11 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About The Just Company

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Business owners

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

Minimum

$250,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, market timing, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

119088

Website

thejustcompany.com (opens in new tab)

Phone

(317) 577-7915

Can advise clients in 2 states: Indiana, Texas

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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