Firm
Wallington Asset Management
Indianapolis, Indiana
Fee-only
Wallington Asset Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 8 advisors are listed here; 4 of 8 hold the CFP.
- Its Form ADV reports 17 employees and 306 individual clients, 197 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 930 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | wallington.com |
| Phone | (317) 575-8670 |
Wallington Asset Management fees
Wallington Asset Management 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 · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 109 |
| High-net-worth clients | 197 |
| Accounts managed | 930 |
| Employees | 17 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-67613) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 143360 |