Pomeroy Financial Planning, LLC

Pomeroy Financial Planning, 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.

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Pomeroy Financial Planning, LLC fees

Pomeroy Financial Planning, LLC 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

Advisors at this firm (1)

• Susan Pack

  CFP · CKA · CPA/PFS