Accountable Financial Planning LLC
Westerville, Ohio
Accountable Financial Planning LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 60 individual clients, 30 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Westerville, Ohio |
|---|---|
| Website | accountablefp.com |
| [email protected] | |
| Phone | (937) 599-0012 |
Questions about Accountable Financial Planning LLC
How is Accountable Financial Planning LLC paid?
Accountable Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Accountable Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Accountable Financial Planning LLC.
What does Accountable Financial Planning LLC specialize in?
Accountable Financial Planning LLC's advisors and website list tax planning and retirement planning.
Is Accountable Financial Planning LLC accepting new clients?
Yes, according to Accountable Financial Planning LLC's website, checked October 28, 2026.
Accountable Financial Planning LLC fees
Accountable Financial Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 30 |
| High-net-worth clients | 30 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 151410 |