Firm
EN+ Wealth
Munster, Indiana
Fee-only
EN+ Wealth at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 30 individual clients, 8 of them high net worth.
- Its average account is about $85,000 (assets it manages divided by its 69 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Munster, Indiana |
|---|---|
| Website | enpluswealth.com |
| [email protected] | |
| Phone | (219) 321-8881 |
EN+ Wealth 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% to 1.2% a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"Painite | $ 50,000,000 + | 0.50%" source
"Bronze | $ 1 - $ 29,999 | 1.20%" source
"No minimum account size required." source
"Fees are billed quarterly, based on the prior quarter-end balance of assets under management." 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 22 |
| High-net-worth clients | 8 |
| Accounts managed | 69 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 328854 |