1Taxfinancial fees and pricing
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, 1Taxfinancial charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“1TaxFinancial bills clients $300.00 per hour for project Financial Planning Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 1Taxfinancial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Paid in Advance 1/3 of the estimated fee (with a $500 maximum) may be required in advance on project engagements.”
- “Clients may terminate their Financial Planning contract with 1TaxFinancial in writing at any time and unearned financial planning services fees paid in advance will be refunded on a pro-rated basis.”
How 1Taxfinancial’s fees compare
- Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
- 9 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About 1Taxfinancial
“Clare Fazackerley, in addition to being an investment advisor representative, is also a Certified Public Accountant (CPA) and provides tax preparation services under a separate contract that is different than the Financial Planning Services Agreement.”
- Firm size: 2 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 12
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175364
- Phone
- (513) 794-1829
Other planners in Cincinnati that publish fees
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Ajd WealthCincinnati$500/hr, $30,000
- Benchmark Wealth ManagementCincinnati$500-$50,000/yr
- Crew Capital Management, LTD.Cincinnati$10,000-$25,000/yr
- Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500-$10,000
- Dunphy Wealth Management, Inc.Cincinnati$75-$150/hr, $250-$1,850
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.