Firm
Bassett Financial Advisors
Fort Wayne, Indiana
Fee-only
Bassett Financial Advisors at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 276 individual clients, 6 of them high net worth.
- Its average account is about $106,000 (assets it manages divided by its 487 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | bassettfa.com |
| Phone | (260) 432-6555 |
Bassett Financial Advisors fees
Bassett Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $52 million |
| Individual clients | 270 |
| High-net-worth clients | 6 |
| Accounts managed | 487 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 170825 |