Firm
Price Planning, LLC
Powell, Ohio
Fee-only
Price 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 and 83 individual clients.
- Its ongoing planning fee starts at $1,500 a year, below 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 | Powell, Ohio |
|---|---|
| Website | priceplanning.com |
| [email protected] | |
| Phone | (614) 848-3860 |
Price Planning, 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 $1,500 a year |
|---|---|
| Hourly | $360 an hour |
| How it charges | Hourly · Ongoing planning fee · Flat fee |
In the firm's words
"Hourly Rate: $360" source
"Retainer, renewal engagement: $1,500 – $13,500." source
"Retainer, renewal engagement: $1,500 – $13,500." source
"This fee is fixed for the term of the contract whether your service requires four hours, 40 hours or 400" 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 |
|---|---|
| Individual clients | 83 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 125110 |