Prelude Financial, LLC
Doylestown, Ohio
Prelude 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 36 individual clients, 15 of them high net worth.
- Its average account is about $311,000 (assets it manages divided by its 108 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Doylestown, Ohio |
|---|
Questions about Prelude Financial, LLC
How is Prelude Financial, LLC paid?
Prelude Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Prelude Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Prelude Financial, LLC.
What is the average account at Prelude Financial, LLC?
Prelude Financial, LLC's average account is about $311,000. That's the assets on its Form ADV divided by its 108 accounts.
What does Prelude Financial, LLC specialize in?
Prelude Financial, LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.
Prelude Financial, LLC fees
Prelude Financial, 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $34 million |
| Individual clients | 21 |
| High-net-worth clients | 15 |
| Accounts managed | 108 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2026 |
| SEC record | CRD 282158 |
Advisors at this firm (1)
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