PlannerFees

Accountable Financial Planning LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 5, 2026, Accountable Financial Planning LLC charges $200 an hour and an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“The minimum hourly rate is $200 per hour and at least 5 hours are typically required for an initial engagement.”
Annual fee
$2,500/yr
“The minimum first year retainer fee is $2,500, although exceptions may be made if circumstances dictate.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Accountable Financial Planning LLC bills

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

  • “In other words, services and corresponding fees are negotiable.”
  • “Retainer fees are paid semi-annually in advance in conjunction with the scheduled financial plan update and investment review.”
  • “Clients may choose to pay fees directly (by check) or may choose to have fees deducted from their eligible investment account(s).”

How Accountable Financial Planning LLC’s fees compare

  • Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
  • None of the 5 other planners in Westerville that publish an hourly rate charge less.
  • Its annual fee of $2,500 is below the Ohio median of $5,000. 23% of the 79 other Ohio planners that publish an annual fee charge less.
  • None of the 2 other planners in Westerville that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Accountable Financial Planning LLC

“Upon request, Accountable Financial Planning LLC will provide a copy of the CFP Board’s Code of Ethics and Professional Responsibility to any client or prospective client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
60
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
151410
Website
accountablefp.com (opens in new tab)
Phone
(937) 599-0012

Other planners in Westerville that publish fees

Compare all 13 planners in Westerville

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.