Firm
Swartz Advisory
Indianapolis, Indiana
Fee-only
Swartz Advisory at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 3 individual clients, 1 of them high net worth.
- Its average account is about $5.0 million (assets it manages divided by its 3 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Phone | (224) 334-9271 |
Swartz Advisory fees
Swartz Advisory 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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 2 |
| High-net-worth clients | 1 |
| Accounts managed | 3 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 298154 |