Firm
Family Life Financial Planning
Mentor, Ohio
Fee-only
Family Life Financial Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 27 individual clients.
- Its average account is about $107,000 (assets it manages divided by its 54 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Ohio median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Mentor, Ohio |
|---|---|
| Website | saveforyourfamily.com |
| Phone | (440) 490-7526 |
Family Life Financial Planning 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $500 |
| Hourly | $200 an hour |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Flat fee |
In the firm's words
"Based on portfolio size: $3,000 annual minimum." source
"401k Max" source
"$200/hour, one-hour" source
"No. There's no minimum, and the hourly option is built for people just getting started." 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 | $6 million |
| Individual clients | 27 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 284922 |