Firm
Blend Wealth
Indianapolis, Indiana
Fee-only
Blend Wealth at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 74 individual clients, 17 of them high net worth.
- Its average account is about $150,000 (assets it manages divided by its 372 accounts).
- Its ongoing planning fee starts at $9,000 a year, above the Indiana median of $3,500.
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | blendwealth.com |
| [email protected] | |
| Phone | (710) 257-5731 |
Blend Wealth 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 $9,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Starting at $750/month" 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 | $56 million |
| Individual clients | 57 |
| High-net-worth clients | 17 |
| Accounts managed | 372 |
| Employees | 5 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 316053 |