The Other 90 Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350 per hour.”

Flat or project fee

$3,600

“The annualized fee for this service is a flat fee ranging from $3,600 - 9,500, paid in advance.”

Monthly fee

$100⁠-⁠$3,000/mo

“Fees are paid monthly in advance at a rate of $100 - $3,000 per month.”

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

How The Other 90 Financial, LLC bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “At the discretion of TO90, this fee may be charged at the same frequency and billing may occur either in advance or in arrears, as agreed upon by the Advisor and legacy client.”
• “Fees are negotiable and will be paid on a frequency agreed upon by the Client and the advisor: semi-annually, quarterly, or monthly.”

How The Other 90 Financial, LLC’s fees compare

• Its hourly rate of $350 is above the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $3,600 is below the Indiana median of $5,000. 43% of the 84 other Indiana planners that publish a flat or project fee charge less.

About The Other 90 Financial, LLC

• Principal: David Dodd
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$14,745,440

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323952

Website

theother90.com (opens in new tab)

Phone

(812) 706-2929

Can advise clients in 2 states: Illinois, Indiana

Other planners in Indiana that publish fees

• 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
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000

Compare all 260 planners in Indiana