Firm
WealthGuides LLC
Indianapolis, Indiana
Fee-only
WealthGuides 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 12 individual clients, 1 of them high net worth.
- Its average account is about $221,000 (assets it manages divided by its 20 accounts).
- 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 | Indianapolis, Indiana |
|---|---|
| Website | mywealthguides.com |
| [email protected] | |
| Phone | (317) 533-7707 |
WealthGuides 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.
| Hourly | $499 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"$499/hour" source
"$0 – $1,000,000 : 1.00 %" source
"Do you have account minimums? + - No." source
"Assets Under Management – Annual Advisory Fee:" 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 | $4 million |
| Individual clients | 11 |
| High-net-worth clients | 1 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 329822 |