Firm
Houlihan Asset Management
Fort Wayne, Indiana
Fee-only
Houlihan Asset Management 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 29 individual clients.
- Its average account is about $578,000 (assets it manages divided by its 90 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | houlihanassetmanagement.biz |
| Phone | (260) 422-2929 |
Houlihan Asset 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.
| Hourly | $300 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"Our hourly rate is $300." 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 |
|---|---|
| Assets managed | $52 million |
| Individual clients | 29 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 121586 |