Firm
Smart Choice Financial Planning
St. John, Indiana
Fee-only
Smart Choice Financial Planning 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 80 individual clients.
- Its average account is about $1.2 million (assets it manages divided by its 80 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | St. John, Indiana |
|---|---|
| Website | smartchoicefinancialplanning.com |
| Phone | (219) 682-7544 |
Smart Choice Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| How it charges | Flat fee · Hourly · Ongoing planning fee |
In the firm's words
"Hourly rates billed at $250 an hour for project work." source
"Smart Choice offers you an investment portfolio allocation and monitoring service for an annual flat fee ." source
"Smart Choice offers you an investment portfolio allocation and monitoring service for an annual flat fee ." source
"Hourly rates are available as well for project work" 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 | $96 million |
| Individual clients | 80 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 140207 |