Advocate Wealth Solutions fees and pricing

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

According to its Form ADV Part 2A brochure dated April 24, 2026, Advocate Wealth Solutions charges $300⁠-⁠$3,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$3,000/hr; “The rate for these fees ranges from a low of $300 per hour to a high of $3000 per hour.”

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

“Clients may terminate the Advisor contract within the ﬁrst 5 days of signing without penal3es and with a full refund.”
“The fees are paid monthly in arrears, and the clients may terminate the contracts with 30 days wri_en no3ce.”
“Clients may terminate their accounts without penalty, for full refund, within ﬁve business days of signing the advisory contract.”

Its hourly rate of $300-$3,000 is above the Ohio median of $250. 100% of the 219 other Ohio planners that publish an hourly rate charge less.
12 of the 12 other planners in Dublin 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
Highest asset based fee in brochure: 1% a year
Clients: 43
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $7,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 152534
Website: dupontwealth.com (opens in new tab)
Phone: (614) 408-0004

Is something on this page wrong or out of date?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