Weiser Financial Planning LLC
Lewis Center, Ohio
Weiser 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 and 114 individual clients, 43 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 260 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Ohio median of $3,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Lewis Center, Ohio |
|---|---|
| Website | weiseradvisor.com |
| [email protected] | |
| Phone | (614) 450-2929 |
Questions about Weiser Financial Planning LLC
How much does Weiser Financial Planning LLC charge?
Weiser Financial Planning LLC publishes these prices: ongoing planning: from $6,000 a year; asset-based fee: 0.65% to 0.95% a year. We found this on its website, checked October 28, 2026.
How is Weiser Financial Planning LLC paid?
Weiser Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Weiser Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Weiser Financial Planning LLC.
What is the average account at Weiser Financial Planning LLC?
Weiser Financial Planning LLC's average account is about $198,000. That's the assets on its Form ADV divided by its 260 accounts.
What does Weiser Financial Planning LLC specialize in?
Weiser Financial Planning LLC's advisors and website list retirement planning and tax planning.
Does Weiser Financial Planning LLC work with clients virtually?
Yes. Weiser Financial Planning LLC's website says it works with clients virtually.
Weiser Financial 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 $6,000 a year |
|---|---|
| Asset-based fee | 0.65% to 0.95% a year |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Financial Planning fees vary based on complexity with a minimum annual fee of $6,000." source
"Our fees range between .65% - .95% of assets under management (AUM)." source
"Our fees range between .65% - .95% of assets under management (AUM)." source
"Our fees range between .65% - .95% of assets under management (AUM)." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $52 million |
| Individual clients | 71 |
| High-net-worth clients | 43 |
| Accounts managed | 260 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 289400 |
Advisors at this firm (1)
Other fee-only firms in Ohio
- Well Spent Wealth Planning · Loveland
- Wellspring Family Office · Cleveland
- Welspire · Upper Arlington
- Western Reserve Capital Management · Hudson
- What About Us Financial, LLC · Bellbrook
- Windsor Advisory Group · Columbus
- Winner Wealth Management · Wooster
- Woodland Wealth Partners · Pepper Pike