Firm
Precedent Financial Strategies
Indianapolis, Indiana
Fee-only
Precedent Financial Strategies 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 3 employees and 74 individual clients, 53 of them high net worth.
- Its average account is about $401,000 (assets it manages divided by its 278 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | precedentstrategies.com |
| Phone | (800) 264-9908 |
Precedent Financial Strategies fees
Precedent Financial Strategies 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $111 million |
| Individual clients | 21 |
| High-net-worth clients | 53 |
| Accounts managed | 278 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135830) |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 169100 |