# Julianne Erhart-Graves

> Julianne Erhart-Graves is a fee-only financial advisor at Reify Wealth Advisors in Indianapolis, Indiana, who holds the CFP credential. Julianne charges hourly fees and a one-time planning fee (one-time plans from $3,000).

Page: https://find.wellspent.co/advisors/julianne-erhart-graves/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Reify Wealth Advisors
- **Based in:** Indianapolis, Indiana
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $3,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $524.4M across 877 accounts
- **Credentials:** CFP
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 4592192 (https://adviserinfo.sec.gov/individual/summary/4592192)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 63 (2010)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.reifywealthadvisors.com

## Frequently asked questions

### Is Julianne Erhart-Graves a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julianne holds no broker registration, and Reify Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julianne charge for financial advice?

Julianne charges hourly fees and a one-time planning fee.

### How much does Julianne charge?

According to Reify Wealth Advisors's website, checked October 30, 2026: one-time plans from $3,000.

### Where is Julianne Erhart-Graves based?

Julianne Erhart-Graves is based in Indianapolis, Indiana.

### What credentials does Julianne Erhart-Graves hold?

Julianne Erhart-Graves holds the CFP credential.

### Is Julianne Erhart-Graves registered with the SEC?

Yes. Julianne Erhart-Graves is registered as an investment adviser representative in IN and TX (CRD 4592192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Reify Wealth Advisors manage?

Reify Wealth Advisors reports $524.4M across 877 accounts in assets under management.

### How do I contact Julianne Erhart-Graves?

Through Julianne's website, www.reifywealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4592192): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.reifywealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.