Firm
Apricity Financial Planning
Whitehouse, Ohio
Fee-only
Facts
| Based in | Whitehouse, Ohio |
|---|---|
| Website | apricityfp.com |
| Phone | (419) 825-6161 |
Apricity Financial Planning fees
Apricity Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 12 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 327291 |