Firm
Best Case Financial LLC
Fillmore, Indiana
Fee-only
Best Case Financial LLC 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 5 individual clients, 1 of them high net worth.
- Its average account is about $83,000 (assets it manages divided by its 16 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Indiana median of $3,500.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fillmore, Indiana |
|---|---|
| Website | bestcasefinancial.com |
| [email protected] | |
| Phone | (739) 659-6066 |
Best Case Financial LLC 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $800 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Annual fee: 1% of the assets that we manage for you" source
"No minimums, paid quarterly" source
"One-time fee: $800 - $2,800" source
"Quarterly fee: $750 - $2,500" 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 · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 4 |
| High-net-worth clients | 1 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 20, 2026 |
| SEC record | CRD 334845 |