Firm
Human Capital Wealth Management
Fishers, Indiana
Fee-only
Facts
| Based in | Fishers, Indiana |
|---|---|
| Website | humancapitalwealthmanagement.com |
| Phone | (317) 927-8959 |
Human Capital 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 1.2% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Minimum annual fee: $3,000" source
"$0.00 $100,000.00 1.2000%" source
"Priced separately using a tiered AUM fee schedule" 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 | $19 million |
| Individual clients | 95 |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 319649 |