Firm
Nuts2Invest.com
Tipp City, Ohio
Fee-only
Nuts2Invest.com at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its ongoing planning fee starts at $180 a year, below the Ohio median of $3,000.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Tipp City, Ohio |
|---|---|
| Website | nuts2invest.com |
| Phone | (937) 269-1116 |
Nuts2Invest.com 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.
| Ongoing planning | From $180 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"SILVER $ 14 99 MONTH" 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 | Subscription |
|---|---|
| Individual clients | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-76998) |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 164438 |