Firm
Athyra Financial Partners
Cincinnati, Ohio
Fee-only
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | athyrafinancial.com |
| Phone | (872) 202-6828 |
Athyra Financial Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"1.5% of assets under management annually" source
"0.80% of assets under management annually" source
"1.5% of assets under management annually" source
"Advisory fees are based on assets under management (AUM) and are billed quarterly in arrears." source
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 |
|---|---|
| Assets managed | $8 million |
| Individual clients | 8 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 340781 |