Adams and Co Financial Services fees and pricing
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 6, 2026, Adams and Co Financial Services charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“Services are offered based on a flat fee between $500 and $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adams and Co Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on an actual daily balance of the account for the previous quarter.”
- “Fees for Elective Estate Planning Facilitation are due upon completion of the facilitation process and delivery of the associated documents.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Adams and Co Financial Services’ fees compare
- Its flat or project fee of $500-$2,500 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 7 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
About Adams and Co Financial Services
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Employees
- 1
- 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
- 340842
- Phone
- (513) 543-4885
Other planners in Cincinnati that publish fees
- 1TaxfinancialCincinnati$300/hr
- 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Is something on this page wrong or out of date?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.