Rick Spillane
Spillane Financial Planning, Inc. · Lebanon, Ohio
Rick Spillane is a fee-only financial advisor at Spillane Financial Planning, Inc. in Lebanon, Ohio, who holds the CFP and CPA credentials. Rick charges hourly fees, a percentage of assets, a flat fee or retainer and an ongoing planning fee ($200 an hour and 0.5%–0.85% a year of assets managed) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Spillane Financial Planning, Inc. |
|---|---|
| Based in | Lebanon, Ohio |
| Fee model | Hourly · Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | $200 an hour · 0.5%–0.85% a year of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $44.9M across 72 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in MA, OH · CRD 2350397 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | spillaneplanning.com |
How Rick's firm compares
- The hourly rate is $200, below the US median of $300 for fee-only firms that publish prices.
- Spillane Financial Planning, Inc.'s average account is about $623,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Rick
Is Rick Spillane a fee-only financial advisor?
Yes. Rick Spillane is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rick's firm.
How does Rick charge for financial advice?
Rick charges hourly fees, a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Rick charge?
According to Spillane Financial Planning, Inc.'s website, checked October 28, 2026: $200 an hour; 0.5%–0.85% a year of assets managed; no asset minimum.
Does Rick work with clients virtually?
Yes. Spillane Financial Planning, Inc. says on its website that it works with clients remotely.
Where is Rick Spillane based?
Rick Spillane is based in Lebanon, Ohio.
What does Rick specialize in?
Rick's specialties include retirement planning, tax planning and small business owners. Rick works with executives, founders, retirees, pre-retirees and early-career professionals.
What credentials does Rick Spillane hold?
Rick Spillane holds the CFP and CPA credentials.
Is Rick Spillane registered with the SEC?
Yes. Rick Spillane is registered as an investment adviser representative in MA and OH (CRD 2350397), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Spillane Financial Planning, Inc. manage?
Spillane Financial Planning, Inc. reports $44.9M across 72 accounts in assets under management.
How do I contact Rick Spillane?
Through Rick's website, spillaneplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Spillane Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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