Firm
Fein Advisor
Cincinnati, Ohio
Fee-only
Fein Advisor 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 1 employee and 20 individual clients, 10 of them high net worth.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | feinadvisors.com |
| Phone | (513) 231-4268 |
Fein Advisor 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.
| One-time plan | From $250 |
|---|---|
| How it charges | Flat fee |
In the firm's words
"We service clients on a flat fee basis that typically runs from $250 to $3,000." source
"We service clients on a flat fee basis that typically runs from $250 to $3,000." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 10 |
| High-net-worth clients | 10 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 130002 |