Piedmont Financial Advisors, 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 1 employee and 13 individual clients, 8 of them high net worth.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | piedmontfa.com |
| [email protected] | |
| Phone | (317) 287-0575 |
Questions about Piedmont Financial Advisors, LLC
Does Piedmont Financial Advisors, LLC have an account minimum?
No. Piedmont Financial Advisors, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Piedmont Financial Advisors, LLC paid?
Piedmont Financial Advisors, LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Piedmont Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Piedmont Financial Advisors, LLC.
Piedmont Financial Advisors, 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.
| Account minimum | None |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"While there is no minimum net worth requirement" source
"Unlike financial advisors who are paid a percentage of assets under management (AUM) I am compensated by project fees." 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 | Fixed fees |
|---|---|
| Individual clients | 5 |
| High-net-worth clients | 8 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 142921 |