Firm
BBK Wealth Management
Fishers, Indiana
Fee-only
BBK Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 94 individual clients, 32 of them high net worth.
- Its average account is about $280,000 (assets it manages divided by its 224 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fishers, Indiana |
|---|---|
| Website | bbkwealth.com |
| [email protected] | |
| Phone | (317) 207-0730 |
BBK Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"At BBK, there are no investment minimums." source
"we also offer hourly financial planning tailored to fit your unique needs." source
"we offer both financial planning services and investment management." source
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 · Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 62 |
| High-net-worth clients | 32 |
| Accounts managed | 224 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 311324 |