Firm
Birchcreek Wealth Management
Miami Township, Ohio
Fee-only
Facts
| Based in | Miami Township, Ohio |
|---|---|
| Website | birchcreekwealth.com |
| [email protected] | |
| Phone | (937) 567-0646 |
Birchcreek Wealth Management 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% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"$500,000 – $1,000,000 1.0%" source
"Our asset-based fees typically range from 0.35% to 1.00% annually." source
"Our asset-based fees typically range from 0.35% to 1.00% annually." source
"Sayre is currently accepting new clients with investable net worth exceeding $500,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $300 million |
| Individual clients | 102 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 304207 |