Aan Wealth Advisors LLC fees and pricing

Financial planner in Canton, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 1, 2026, Aan Wealth Advisors LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AAN’s hourly fee will be billed at a rate of $250 per hour and the fixed fee range is up to $10,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“The invoice will include the fee calculation, the amount of the fee, the time period covered by the fee, the value of the client’s assets upon which the fee was based, and the specific manner in which the fee was calculated.”
“Both the hourly rate and fixed fee are negotiable and agreed upon by the parties in advance.”
“Both Hourly and fixed fee-based clients are billed one half of the fee at the time of signing the Agreement with the Advisor and the other one half upon delivery of the financial plan or written report to the client.”

Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
2 of the 2 other planners in Canton that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 229
Employees: 10
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, selecting other advisers, and other services
Assets managed: $130,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 300652
Website: aanwealthadvisors.com (opens in new tab)
Phone: (888) 720-0360

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