Wright Planning, LLC fees and pricing

Financial planner in Fishers, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 27, 2026, Wright Planning, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Hourly based financial planning engagements are offered at a rate of $500 per hour.”

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

“Fees for our services may be paid by direct debit from a client’s account, electronic funds transfer, debit card, credit card, or check.”
“For fees paid by electronic funds transfer, debit card, or credit card, we use an independent thirdparty payment processor in which the client can securely input their banking information and pay their fee.”
“The annual fees are negotiable, prorated, and paid in advance on a quarterly basis.”

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.
6 of the 8 other planners in Fishers that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Minimum: $6,000 minimum fee (stated in brochure)
Clients: 13
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $8,042,586
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 319025
Website: wrightplanning.com (opens in new tab)
Phone: (317) 537-1987

Is something on this page wrong or out of date?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