Firm
Partnership Financial LLC
Columbus, Ohio
Fee-only
Partnership Financial LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 109 individual clients, 12 of them high net worth.
- Its ongoing planning fee starts at $3,000 a year, in line with the Ohio median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | partnershipfinancial.com |
| [email protected] | |
| Phone | (614) 328-9319 |
Partnership 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $1,500 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Fees range from $3,000 to $30,000 per year, depending on net worth and complexity." source
"The cost for this is $1,500." source
"No, we have partnered with clients who are just getting started out" source
"We charge a flat, annual fee to our clients and are paid in no other way." 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 | Fixed fees |
|---|---|
| Individual clients | 97 |
| High-net-worth clients | 12 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 119681 |