Firm
Vaal Financial
Indianapolis, Indiana
Fee-only
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | vaalfinancial.com |
| Phone | (317) 721-8112 |
Vaal Financial 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.
| Ongoing planning | From $300 a year |
|---|---|
| Asset-based fee | 1.3% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"starting at $25/mo up to $425/mo, investments held elsewhere" source
"1.30% starting point decreasing to 0.70% with over $1,00,001 invested" source
"starting at $25/mo up to $425/mo, investments held elsewhere" source
"1.30% starting point decreasing to 0.70% with over $1,00,001 invested" 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 · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 13 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 290772 |