Tradewell Tax & Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $15,000.”

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

How Tradewell Tax & Financial bills

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

• “Clients may cancel via written notice to TWS within five (5) business days of signing the advisory agreement for a full refund.”
• “Fees for TWS Investment Management Services are negotiable and calculated as a annual percentage of the total value of investments under TWS’s management.”
• “For fees charged in advance, TWS uses the value of the account as of the last business day of the prior billing period.”

How Tradewell Tax & Financial’s fees compare

• Its flat or project fee of $1,000-$15,000 spans the Indiana median of $5,000. 81% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Fort Wayne that publish a flat or project fee charge less.

About Tradewell Tax & Financial

• Firm size: 9 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

441

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$320,440,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332473

Website

linkedin.com/company/tradewell-tax-financial (opens in new tab)

Phone

(260) 490-2084

Can advise clients in 4 states: Florida, Indiana, Ohio, Texas

Other planners in Fort Wayne that publish fees

• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000
• Bassett Financial AdvisorsFort Wayne$150/hr
• Compass Financial Advisors LLCFort Wayne$250/hr
• Dentvest LLCFort Wayne$1,000⁠-⁠$5,000, $200⁠-⁠$750/mo
• Dickmeyer Boyce Financial Management, IncFort Wayne$200/hr
• Galecki Financial Management IncFort Wayne$250⁠-⁠$350/hr

Compare all 23 planners in Fort Wayne