Firm
Hobbs Wealth Management
Zionsville, Indiana
Fee-only
Facts
| Based in | Zionsville, Indiana |
|---|---|
| Website | hobbswealth.com |
| Phone | (317) 559-2940 |
Hobbs 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.
| One-time plan | From $3,000 |
|---|---|
| Hourly | $450 an hour |
| Asset-based fee | 1.45% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Hourly |
In the firm's words
"Prices range from $3k-8k" source
"$450/hour" source
"0-250k = 1.45%" source
"Fees are a tiered schedule, meaning fees are calculated through each tier." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $147 million |
| Individual clients | 129 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 325374 |