Catalyze Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 31 individual clients, 18 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 34 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the Indiana median of $3,500.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Carmel, Indiana |
|---|---|
| Website | catalyzewm.com |
| [email protected] | |
| Phone | (317) 537-7526 |
Questions about Catalyze Wealth Management
How much does Catalyze Wealth Management charge?
Catalyze Wealth Management publishes these prices: ongoing planning: from $3,600 a year; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
How is Catalyze Wealth Management paid?
Catalyze Wealth Management's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Catalyze Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Catalyze Wealth Management, and 1 hold the CFP.
What is the average account at Catalyze Wealth Management?
Catalyze Wealth Management's average account is about $1.3 million. That's the assets on its Form ADV divided by its 34 accounts.
What does Catalyze Wealth Management specialize in?
Catalyze Wealth Management's advisors and website list tax planning, estate & legacy planning, retirement planning and physicians & residents.
Catalyze Wealth Management fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Fees start at $300/mo. and are customized based on the services you receive" source
"0.75% Annually" source
"Fees start at $300/mo. and are customized based on the services you receive" 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 | $43 million |
| Individual clients | 13 |
| High-net-worth clients | 18 |
| Accounts managed | 34 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 300078 |