Dunes Financial LLC
Valparaiso, Indiana
Dunes 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 30 individual clients, 25 of them high net worth.
- Its average account is about $530,000 (assets it manages divided by its 159 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Indiana median of $3,500.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Valparaiso, Indiana |
|---|
Questions about Dunes Financial LLC
How much does Dunes Financial LLC charge?
Dunes Financial LLC publishes these prices: ongoing planning: from $12,000 a year; one-time plan: from $5,000. We found this on its website, checked November 7, 2026.
How is Dunes Financial LLC paid?
Dunes Financial LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Dunes Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Dunes Financial LLC.
What is the average account at Dunes Financial LLC?
Dunes Financial LLC's average account is about $530,000. That's the assets on its Form ADV divided by its 159 accounts.
What does Dunes Financial LLC specialize in?
Dunes Financial LLC's advisors and website list flat-fee planning, retirement planning and tax planning.
Is Dunes Financial LLC accepting new clients?
Not at the moment, according to Dunes Financial LLC's website, checked November 7, 2026.
Does Dunes Financial LLC work with clients virtually?
Yes. Dunes Financial LLC's website says it works with clients virtually.
Dunes Financial LLC 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 $12,000 a year |
|---|---|
| One-time plan | From $5,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Annual Flat-Fee typically ranges from $12,000 - $20,000" source
"$5,000 one-time fee*" source
"A typical client household with a $15,000 annual fee is a married couple age 55+, $3M in investable assets" source
"Annual Flat-Fee typically ranges from $12,000 - $20,000" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $84 million |
| Individual clients | 5 |
| High-net-worth clients | 25 |
| Accounts managed | 159 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 334836 |
Advisors at this firm (1)
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