FinancialFamilies
Carroll, Ohio
Fee-only
FinancialFamilies 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.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Carroll, Ohio |
|---|---|
| Website | financialfamilies.com |
| [email protected] | |
| Phone | (614) 406-7141 |
Questions about FinancialFamilies
How is FinancialFamilies paid?
FinancialFamilies's Form ADV says it is paid by: fixed fees.
How many advisors does FinancialFamilies have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at FinancialFamilies.
FinancialFamilies fees
FinancialFamilies doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 170373 |
Advisors at this firm (1)
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