Firm
Curry Webb Wealth Management
Indianapolis, Indiana
Fee-only
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | currywebb.com |
| [email protected] | |
| Phone | (317) 999-5323 |
Curry Webb Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.00% annually on the first $1 million." source
"Our advisory fee is based on the assets we manage on your behalf" 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 |
|---|---|
| Assets managed | $332 million |
| Individual clients | 327 |
| Financial planning | Offered |
| Form ADV filed | August 20, 2026 |
| SEC record | CRD 168692 |