The Shield Finance fees and pricing
Financial planner in Bloomington, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 19, 2026, The Shield Finance charges a monthly fee of $99-$199 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $99-$199/mo
“SHIELD Financial Coaching TSF collects an initial fee of $500 - $2,000 plus an ongoing fee of $99 - $199 per month paid in advance or arrears as agreed upon in your Advisory Contract.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Shield Finance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due within 15 days of the invoice.”
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About The Shield Finance
“The Shield Finance provides fee-only financial education, coaching, and investment advisory services to first responders and their families, including law enforcement officers, firefighters, emergency medical personnel, and other public safety professionals.”
- Principal: Ryan Skaggs
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate 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
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341345
- Phone
- (812) 325-3228
Other planners in Bloomington that publish fees
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Beacon Financial PlanningBloomington$150/hr, $1,500-$3,000
- Hurlow Wealth Management Group, Inc.Bloomington$350/hr, $1,000-$20,000
- Abound Wealth StrategiesIndianapolis$720-$25,000
- 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.