Valeo Financial Advisors, LLC fees and pricing
Financial planner in Carmel, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Valeo Financial Advisors, LLC charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“The minimum annual fee is $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Valeo Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated once a year then billed in quarterly installments in advance.”
- “All fees are negotiable, including minimum fees, when unique circumstances are present.”
- “Any prepaid, unearned fees will be promptly refunded and prorated as of the date we were notified of the termination.”
How Valeo Financial Advisors, LLC’s fees compare
- Its annual fee of $10,000 is above the Indiana median of $5,000. 69% of the 36 other Indiana planners that publish an annual fee charge less.
- 3 of the 5 other planners in Carmel that publish an annual fee charge less.
About Valeo Financial Advisors, LLC
“Personal Advisory Services Valeo provides individuals and their families with independent, comprehensive financial planning and investment advice.”
- Firm size: 178 employees.
- Credentials named in the brochure: CPA.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
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
- 0.5% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 3,021
- Employees
- 178
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $12,958,676,684
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127132
- Phone
- (317) 218-6000
Can advise clients in 38 states: Alaska, Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
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.