Firm
Sycamore Asset Management
Zionsville, Indiana
Fee-only
Sycamore Asset Management 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 42 individual clients.
- Its average account is about $446,000 (assets it manages divided by its 68 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Zionsville, Indiana |
|---|---|
| Website | sycamoreasset.net |
| Phone | (317) 373-5023 |
Sycamore Asset Management fees
Sycamore Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | Hourly |
|---|---|
| Assets managed | $30 million |
| Individual clients | 42 |
| Accounts managed | 68 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 140590 |