IndiePlan LLC is a fee-only financial planning firm. IndiePlan offers one-time financial plans and ongoing planning for clients who have had a financial plan done with them in the last year. IndiePlan may recommend third-party professionals, but clients are not obligated to use them. IndiePlan also provides consulting services to other registered investment advisors.
Fee Structure
IndiePlan offers an ongoing planning service called the Indie Partnership Program, exclusively for clients who have had an Indie Target Plan done in the last year. This service costs $2,640 per year for individuals and $4,290 per year for couples, billed quarterly. It includes three meetings per year for plan updates, portfolio review, rebalancing advice, cash management advice, and Roth conversion/RMD management advice. The annual fee increases by 3% each year, subject to client approval.
- Indie Target Plan — $3,300 for individuals, $4,620 for couples. This is a one-time financial plan.
- Hourly Projects — $330 per hour for limited scope investment analysis and financial planning services.