Perkins Wealth Advantage, LLC. 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 2 employees and 56 individual clients, 31 of them high net worth.
- Its average account is about $328,000 (assets it manages divided by its 309 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fishers, Indiana |
|---|---|
| Website | perkinswa.com |
| [email protected] | |
| Phone | (317) 296-5535 |
Questions about Perkins Wealth Advantage, LLC.
How is Perkins Wealth Advantage, LLC. paid?
Perkins Wealth Advantage, LLC.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Perkins Wealth Advantage, LLC. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Perkins Wealth Advantage, LLC..
What is the average account at Perkins Wealth Advantage, LLC.?
Perkins Wealth Advantage, LLC.'s average account is about $328,000. That's the assets on its Form ADV divided by its 309 accounts.
What does Perkins Wealth Advantage, LLC. specialize in?
Perkins Wealth Advantage, LLC.'s advisors and website list retirement planning, estate & legacy planning, tax planning and small business owners.
Perkins Wealth Advantage, LLC. fees
Perkins Wealth Advantage, LLC. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $101 million |
| Individual clients | 25 |
| High-net-worth clients | 31 |
| Accounts managed | 309 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 318671 |