Firm
Rasp Wealth Solutions
Fishers, Indiana
Fee-only
Rasp Wealth Solutions at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 89 individual clients, 27 of them high net worth.
- Its average account is about $446,000 (assets it manages divided by its 237 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fishers, Indiana |
|---|---|
| Website | raspwealthsolutions.com |
| Phone | (463) 248-6395 |
Rasp Wealth Solutions fees
Rasp Wealth Solutions 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 | $106 million |
| Individual clients | 62 |
| High-net-worth clients | 27 |
| Accounts managed | 237 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-128832) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 328248 |