Access Wealth Group, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 25, 2026, Access Wealth Group, LLC charges $150⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$400/hr; “Since fees are paid in arrears, no rebate will be needed upon termination of the account, however any earned but unpaid fees will be owed. 9 Financial Planning Fee Financial Planning is offered on an hourly basis at a rate of $150.00 to $400.00 per hour, depending on the nature of the specified services.”

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

“Advisory fees are directly debited from client accounts via electronic/ACH debits.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“At the commencement of the planning process, an estimated fee will be given to the client and the final fee will be due upon delivery of the financial plan.”

Its hourly rate of $150-$400 spans the Ohio median of $250. 59% of the 219 other Ohio planners that publish an hourly rate charge less.
8 of the 12 other planners in Dublin that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 219
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $19,600,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 327982
Website: instagram.com/rretcher614 (opens in new tab)
Phone: (614) 285-4777

Is something on this page wrong or out of date?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.