Live and Give Financial LLC

Live and Give Financial LLC 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, 12 of them high net worth.
• Its average account is about $44,000 (assets it manages divided by its 10 accounts).
• Its ongoing planning fee starts at $5,000 a year, above 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

Live and Give Financial LLC fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

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

Advisors at this firm (1)

• Sara Young

  CFP

Other fee-only firms in Cincinnati

• Mandel Financial Services
• McCarley & Cook
• Meyer Capital Management
• MOY Investment Management
• National Wealth Management Group
• Nottinghill Investment Advisers
• Opus Capital Management
• Phase Line Financial

Fee-only advisors in Ohio