Servant Capital 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 45 individual clients, 35 of them high net worth.
- Its average account is about $418,000 (assets it manages divided by its 245 accounts).
- Its ongoing planning fee starts at $10,000 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 | Carmel, Indiana |
|---|---|
| Website | servantcap.com |
| [email protected] | |
| Phone | (776) 811-7233 |
Questions about Servant Capital Advisors, LLC
How much does Servant Capital Advisors, LLC charge?
Servant Capital Advisors, LLC publishes these prices: ongoing planning: from $10,000 a year. We found this on its website, checked October 28, 2026.
How is Servant Capital Advisors, LLC paid?
Servant Capital Advisors, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Servant Capital Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Servant Capital Advisors, LLC.
What is the average account at Servant Capital Advisors, LLC?
Servant Capital Advisors, LLC's average account is about $418,000. That's the assets on its Form ADV divided by its 245 accounts.
What does Servant Capital Advisors, LLC specialize in?
Servant Capital Advisors, LLC's advisors and website list family wealth transfer.
Is Servant Capital Advisors, LLC accepting new clients?
Yes, according to Servant Capital Advisors, LLC's website, checked October 28, 2026.
Servant Capital 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$10,000 per year" source
"We charge a flat fee for each type of service based on your individual financial situation and needs" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 10 |
| High-net-worth clients | 35 |
| Accounts managed | 245 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 31, 2026 |
| SEC record | CRD 298764 |