Flegal Financial Planning
Berea, Ohio
Flegal Financial Planning 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 16 individual clients, 8 of them high net worth.
- Its average account is about $333,000 (assets it manages divided by its 43 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Berea, Ohio |
|---|
Questions about Flegal Financial Planning
How is Flegal Financial Planning paid?
Flegal Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Flegal Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Flegal Financial Planning.
What is the average account at Flegal Financial Planning?
Flegal Financial Planning's average account is about $333,000. That's the assets on its Form ADV divided by its 43 accounts.
Flegal Financial Planning fees
Flegal Financial Planning 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 8 |
| High-net-worth clients | 8 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 332810 |
Advisors at this firm (1)
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