Walsh Advisors fees and pricing
Financial planner in Crown Point, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Walsh Advisors charges a flat or project fee of $500, a monthly fee of $59, and an annual fee of $708 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Our fee for One-Time Financial Planning subscription services, is a one-time fee of $500.”
- Monthly fee
- $59/mo
“Our fee for Gold Financial Planning subscription services is $59 per month for a total of $708 per year.”
- Annual fee
- $708/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Walsh Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual portfolio management fee is billed monthly based on the average daily balance of the previous month.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “At the completion of services, the fee will be invoiced to the client for payment.”
How Walsh Advisors’ fees compare
- Its flat or project fee of $500 is below the Indiana median of $5,000. 1% of the 84 other Indiana planners that publish a flat or project fee charge less.
- Its annual fee of $708 is below the Indiana median of $5,000. 3% of the 36 other Indiana planners that publish an annual fee charge less.
About Walsh Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2001 (25 years).
Firm details from Form ADV
- How the firm is paid
- Subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 53
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $82,050,096
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122628
- Phone
- (517) 231-1152
Other planners in Crown Point that publish fees
- Avertrust Wealth LLCCrown Point$200/hr
- 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
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.