Wealth Team LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“AND CONSULTING Initial or One-time Financial Planning Wealth Team charges an hourly fee of $300 per hour for financial planning.”

Annual fee

$750⁠-⁠$10,000/yr

“The annual fixed annual fee ranges from $750 to $10,000 and is paid monthly in arrears.”

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

How Wealth Team LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “For all future periods, the Advisory Fee will be assessed and payable each billing period, in advance, based on the balance of Client’s managed assets as of the prior period-end, in accordance with the fee schedule listed in the Agreement.”

How Wealth Team LLC’s fees compare

• Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its annual fee of $750-$10,000 spans the Indiana median of $5,000. 58% of the 36 other Indiana planners that publish an annual fee charge less.

About Wealth Team LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

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

Clients

27

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,644,248

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312747

Website

yourwealthteam.com (opens in new tab)

Phone

(702) 944-5237

Can advise clients in 2 states: Indiana, Nevada

Other planners in Franklin that publish fees

• Pillar Wealth LLCFranklin$515⁠-⁠$11,100/mo
• 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

Compare all 260 planners in Indiana