Indie Financial Planning, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 2 of them high net worth.
- Its average account is about $330,000 (assets it manages divided by its 28 accounts).
- Its ongoing planning fee starts at $1,500 a year, below the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | indiefinancialplanning.com |
| [email protected] | |
| Phone | (847) 868-2252 |
Questions about Indie Financial Planning, LLC
How much does Indie Financial Planning, LLC charge?
Indie Financial Planning, LLC publishes these prices: ongoing planning: from $1,500 a year; one-time plan: from $1,500; hourly: $200 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Indie Financial Planning, LLC have an account minimum?
No. Indie Financial Planning, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Indie Financial Planning, LLC paid?
Indie Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Indie Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Indie Financial Planning, LLC.
What is the average account at Indie Financial Planning, LLC?
Indie Financial Planning, LLC's average account is about $330,000. That's the assets on its Form ADV divided by its 28 accounts.
What does Indie Financial Planning, LLC specialize in?
Indie Financial Planning, LLC's advisors and website list small business owners and sustainable & impact investing.
Is Indie Financial Planning, LLC accepting new clients?
Yes, according to Indie Financial Planning, LLC's website, checked October 28, 2026.
Indie Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,500 a year |
|---|---|
| One-time plan | From $1,500 |
| Hourly | $200 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$750 Upfront fee plus $125-$250 monthly retainer" source
"Between $1,500 and $3,000 depending on complexity." source
"Hourly Rate: $200 / hour" source
"$0 – $1,000,000 1.00%" 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 | $9 million |
| Individual clients | 26 |
| High-net-worth clients | 2 |
| Accounts managed | 28 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 281529 |