Firm
Moneyfluent
Columbus, Ohio
Fee-only
Moneyfluent 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.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | hellomoneyfluent.com |
| [email protected] | |
| Phone | (614) 245-5484 |
Moneyfluent 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.
| One-time plan | From $990 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"Fee: $990 per session." 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 |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 322788 |