Firm
Delta Wealth Advisors
Indianapolis, Indiana
Fee-only
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | deltawealthadvisors.com |
| Phone | (317) 735-6445 |
Delta Wealth Advisors 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 | 0.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The Backlands appreciate the transparent net worth fee of 0.50% charged by DWA." source
"The Backlands appreciate the transparent net worth fee of 0.50% charged by DWA." 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 | $152 million |
| Individual clients | 111 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 310504 |