# Susan Pack

> Susan Pack is a fee-only financial advisor at Pomeroy Financial Planning, LLC in Cincinnati, Ohio, who holds the CFP, CKA and CPA/PFS credentials. Susan focuses on divorce financial planning and tax planning. Pomeroy Financial Planning, LLC reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/susan-pack/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pomeroy Financial Planning, LLC
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Credentials:** CFP, CKA, CPA/PFS, CPA, PFS
- **Specialties:** Divorce financial planning, Tax planning
- **Works with:** Early-career professionals, Mid-life transitions, Divorced individuals
- **CRD:** 4553482 (https://adviserinfo.sec.gov/individual/summary/4553482)
- **SEC registration:** Investment adviser representative in KY, OH
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://planpersistprosper.com

## Frequently asked questions

### Is Susan Pack a fee-only financial advisor?

Yes. Susan Pack 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 Susan's firm.

### How does Susan charge for financial advice?

Susan's firm, Pomeroy Financial Planning, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Susan Pack based?

Susan Pack is based in Cincinnati, Ohio.

### What does Susan specialize in?

Susan's specialties include divorce financial planning and tax planning. Susan works with early-career professionals, mid-life transitions and divorced individuals.

### What credentials does Susan Pack hold?

Susan Pack holds the CFP, CKA, CPA/PFS, CPA and PFS credentials.

### Is Susan Pack registered with the SEC?

Yes. Susan Pack is registered as an investment adviser representative in KY and OH (CRD 4553482), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Susan Pack?

Through Susan's website, planpersistprosper.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39244): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://planpersistprosper.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.