Werner Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“AND CONSULTING ONE-TIME FINANCIAL PLANNING FEES Werner Financial charges an hourly fee of $500 for financial planning.”

Annual fee

$1,000⁠-⁠$30,000/yr

“ON-GOING FINANCIAL CONSULTING FEES Financial Consulting Services are offered based for a flat fee of $1,000 - $30,000 per year.”

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

How Werner Financial bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Werner Financial’s fees compare

• Its hourly rate of $500 is above the Indiana median of $250. 93% of the 119 other Indiana planners that publish an hourly rate charge less.
• 28 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its annual fee of $1,000-$30,000 spans the Indiana median of $5,000. 83% of the 36 other Indiana planners that publish an annual fee charge less.
• 7 of the 8 other planners in Indianapolis that publish an annual fee charge less.

About Werner Financial

• Principal: Jason Werner
• Firm size: 5 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2014 (12 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

1.5% a year

Clients

472

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$152,442,365

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315220

Website

wernerfinancial.com (opens in new tab)

Phone

(317) 735-9202

Can advise clients in 4 states: Florida, Indiana, New Hampshire, Texas

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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