Wealth Advisors Group fees and pricing

Financial planner in Fort Wayne, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Wealth Advisors Group charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Fees for financial planning and consulting services are charged at either a fixed rate of $200.00 per hour or a flat fixed rate, depending on a variety of factors including the scope of the engagement or client preference.”

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

“Management fees for fee-based accounts are paid quarterly in advance and are generally negotiable.”
“Fees are due on the first day of the calendar quarter, and are deducted directly from the client's custodial account unless the client makes a request to WAG to be billed directly instead.”
“These fees are outlined in the client contract and paid in arrears.”

Its hourly rate of $200 is below the Indiana median of $250. 21% of the 119 other Indiana planners that publish an hourly rate charge less.
2 of the 7 other planners in Fort Wayne that publish an hourly rate charge less.

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: 1.5% a year
Clients: 1,013
Employees: 16
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $1,342,010,836
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 122050
Website: linkedin.com/company/9304417 (opens in new tab)
Phone: (260) 619-3100

Is something on this page wrong or out of date?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.