Wealthguides LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$499/hr

“Our hourly rate is $499.”

Monthly fee

$499/mo

“$499/Month WG collects an initial fee of $0 - $2,994 for creation of a comprehensive financial plan.”

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

How Wealthguides LLC bills

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

• “Financial Planning fees are paid monthly in advance and will be agreed upon in your Advisory Contract.”
• “Fees are paid monthly, quarterly or semi-annually in advance; payment terms will be outlined in your Advisory Contract.”
• “The fee is based on a percentage of assets under management and is negotiable.”

How Wealthguides LLC’s fees compare

• Its hourly rate of $499 is above the Indiana median of $250. 92% of the 119 other Indiana planners that publish an hourly rate charge less.
• 27 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

About Wealthguides LLC

• Principal: Samuel Wagner
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$4,429,509

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329822

Phone

(317) 533-7707

Can advise clients in 2 states: Indiana, Ohio

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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