Julianne Erhart-Graves
Reify Wealth Advisors · Indianapolis, Indiana
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).
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Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
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 |
| Assets under management | $524.4M across 877 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 4592192 |
| Exams passed | Series 63 (2010) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.reifywealthadvisors.com |
| Profile |
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Questions about Julianne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Reify Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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