Wwa Planning & Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“WWA offers advice on single-subject financial planning and general consulting services for an hourly fee of $325, which is negotiable depending on the scope and complexity of the plan, the client’s situation, and financial objectives.”

Flat or project fee

$800⁠-⁠$6,000

“WWA fees for comprehensive and limited-engagement personal financial planning services range between $800 to $6,000.”

Annual fee

$500/yr

“Advisers offering impersonal investment advice paid less than $500 annually do not have to adhere to the Brochure Rule with a client.) The following describes how WWA is compensated for each of its advisory services:”

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

How Wwa Planning & Investments bills

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

• “Financial planning engagements terminate upon delivery of the written plan summary, whether physical or electronic. 5 Additional reviews may be conducted at your request, and written updates to the financial plan may be provided in conjunction with the review.”
• “Updates to financial plans may be subject to WWA’s then-current hourly rate, which the client must approve in writing and in advance of the update.”
• “In addition to ongoing investment management, WWA’s ongoing financial planning and portfolio management services offer regular plan updates, check-ins, and active investment monitoring and include a proactive aging component.”

How Wwa Planning & Investments’ fees compare

• Its hourly rate of $325 is above the Indiana median of $250. 76% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $800-$6,000 spans the Indiana median of $5,000. 40% of the 84 other Indiana planners that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Indiana median of $5,000. None of the 36 other Indiana planners that publish an annual fee charge less.

About Wwa Planning & Investments

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®, CPA, and EA.
• Founded: 1981 (45 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

3% a year

Clients

106

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$105,681,053

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281159

Website

wwafp.com (opens in new tab)

Phone

(812) 379-1120

Other planners in Indiana that publish fees

• 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
• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000

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