Market Street Wealth Management Advisors, LLC at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 7 advisors are listed here; 5 of 7 hold the CFP.
- Its Form ADV reports 12 employees and 422 individual clients, 200 of them high net worth.
- Its average account is about $458,000 (assets it manages divided by its 1,693 accounts).
- Its ongoing planning fee starts at $6,500 a year, above the Indiana median of $3,500.
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | marketstreetwealthadvisors.com |
| [email protected] | |
| Phone | (317) 552-0505 |
Questions about Market Street Wealth Management Advisors, LLC
How much does Market Street Wealth Management Advisors, LLC charge?
Market Street Wealth Management Advisors, LLC publishes these prices: ongoing planning: from $6,500 a year; asset-based fee: 1.3% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
How is Market Street Wealth Management Advisors, LLC paid?
Market Street Wealth Management Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Market Street Wealth Management Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at Market Street Wealth Management Advisors, LLC, and 5 hold the CFP.
What is the average account at Market Street Wealth Management Advisors, LLC?
Market Street Wealth Management Advisors, LLC's average account is about $458,000. That's the assets on its Form ADV divided by its 1,693 accounts.
What does Market Street Wealth Management Advisors, LLC specialize in?
Market Street Wealth Management Advisors, LLC's advisors and website list small business owners.
Is Market Street Wealth Management Advisors, LLC accepting new clients?
Yes, according to Market Street Wealth Management Advisors, LLC's website, checked November 7, 2026.
Market Street Wealth Management Advisors, LLC fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,500 a year |
|---|---|
| Asset-based fee | 1.3% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"Up to and including $500,000 1.30%" source
"After the initial billing period, all CLIENTS are subject to a minimum quarterly fee of $1,625.00" source
"We offer our Wealth Management services for a fee based on a percentage of assets under management (AUM), billed quarterly in arrears." 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 | $776 million |
| Individual clients | 222 |
| High-net-worth clients | 200 |
| Accounts managed | 1,693 |
| Employees | 12 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-62577) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 122212 |