Susan Pack
Pomeroy Financial Planning, LLC · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Early-career professionals
- Mid-life transitions
- Divorced individuals
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 |
| SEC registration | Investment adviser representative in KY, OH · CRD 4553482 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planpersistprosper.com |
| Profile |
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Questions about Susan
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.
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
- Pomeroy Financial Planning, LLC 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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