Firm
Financial Counseling
Springboro, Ohio
Fee-only
Financial Counseling at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 402 individual clients, 26 of them high net worth.
- Its average account is about $141,000 (assets it manages divided by its 708 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Springboro, Ohio |
|---|---|
| Website | financialcounselinginc.com |
| Phone | (937) 748-8710 |
Financial Counseling 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.
| Account minimum | None |
|---|
In the firm's words
"Unlike some investment advisers and financial planners, we do not set a minimum investment requirement." 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 | $100 million |
| Individual clients | 376 |
| High-net-worth clients | 26 |
| Accounts managed | 708 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-114518) |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 119969 |