The Other 90 Financial, LLC
Mount Vernon, Indiana
The Other 90 Financial, 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 18 individual clients, 5 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 74 accounts).
- Its ongoing planning fee starts at $9,500 a year, above the Indiana median of $3,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Mount Vernon, Indiana |
|---|---|
| Website | theother90.com |
| [email protected] | |
| Phone | (812) 706-2929 |
Questions about The Other 90 Financial, LLC
How much does The Other 90 Financial, LLC charge?
The Other 90 Financial, LLC publishes these prices: ongoing planning: from $9,500 a year. We found this on its website, checked October 28, 2026.
How is The Other 90 Financial, LLC paid?
The Other 90 Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does The Other 90 Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at The Other 90 Financial, LLC.
What is the average account at The Other 90 Financial, LLC?
The Other 90 Financial, LLC's average account is about $199,000. That's the assets on its Form ADV divided by its 74 accounts.
What does The Other 90 Financial, LLC specialize in?
The Other 90 Financial, LLC's advisors and website list tax planning, estate & legacy planning and flat-fee planning.
Is The Other 90 Financial, LLC accepting new clients?
Yes, according to The Other 90 Financial, LLC's website, checked October 28, 2026.
Does The Other 90 Financial, LLC work with clients virtually?
Yes. The Other 90 Financial, LLC's website says it works with clients virtually.
The Other 90 Financial, 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 $9,500 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$9,500 Flat Fee Per Year" source
"Our ideal clients are diligent stewards who typically have $750,000 or more in their retirement nest egg." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 13 |
| High-net-worth clients | 5 |
| Accounts managed | 74 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 323952 |
Advisors at this firm (1)
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