Fierce Wealth Management Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,179,366
Clients
125
18% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$553,435
About
Fierce Wealth Management Group serves individuals, high‑net‑worth individuals, corporations and charities, providing comprehensive financial planning, targeted financial consulting, ongoing portfolio management and management of 529 college savings accounts. The firm’s advisory offering includes access to several LPL Financial–sponsored programs (Manager Access Select, Optimum Market Portfolios, Personal Wealth Portfolios, and Model Wealth Portfolios) and custody options through Charles Schwab, and it reports managing roughly $69 million for about 125 clients.
The firm’s investment process begins with an individualized asset allocation and uses fundamental analysis and tactical asset allocation to manage model portfolios, with quarterly reviews and discretionary authority to implement trades and rebalance as needed. It also uses third‑party portfolio managers through LPL’s manager‑access programs and provides financial plans and client portal access for plan delivery.
What is distinctive for a firm of this type is that it sponsors and operates wrap‑fee program accounts and states that its portfolio management services are offered only through a wrap program, a structure that is relatively uncommon among independent advisers. The firm’s principal is also a licensed insurance agent and is dually registered with LPL Financial, creating an insurance affiliation and the potential for commission‑based compensation that the firm discloses and says it seeks to manage.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Income planning
General tax planning
Long-term care insurance
Fee options
Comprehensive financial planning fixed fee up to $10,000 (negotiable)
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Financial consulting at $250 per hour (negotiable)
Minimum fee: Comprehensive financial planning fixed fee up to $10,000 (negotiable) Fee-only: Financial consulting hourly rate $250 (negotiable)
Main office location
Fierce Wealth Management Group LLC
9045 River Road, Suite 401
Indianapolis IN 46240, United States
Number of offices
1
Most active in
Fierce Wealth Management Group LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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