Firm
IndiePlan LLC
Albany, New York
Fee-only
IndiePlan LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $2,620 a year, below the New York median of $3,600.
- Its hourly rate of $330 is in line with the New York median of $300.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Albany, New York |
|---|---|
| Website | indieplan.com |
| [email protected] | |
| Phone | (914) 458-7594 |
IndiePlan 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 $2,620 a year |
|---|---|
| One-time plan | From $3,300 |
| Hourly | $330 an hour |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Annual flat fee of $2,620 for individuals and $4,290 for couples." source
"One-time financial plan or retirement plan for a flat fee of $3,300 for individuals and $4,620 for couples." source
"Projects are billed at our hourly rate of $330/hr." source
"One-time financial plan or retirement plan for a flat fee of $3,300 for individuals and $4,620 for couples." 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 333461 |