Affinity Wealth LLC fees and pricing

Financial planner in Canton, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 11, 2026, Affinity Wealth LLC charges a monthly fee of $300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $300/mo; “The monthly renewable retainer for new clients engaging our firm as a TWM client starts at $300 per month and goes up based upon services desired, complexity of the client’s situation, and estimated annual time commitment needed by AW.”

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

“This retainer is collected monthly through automatic ACH bank draft from the client’s checking account.”
“Accounts held at SEI Private Trust Company (“SEI”) are billed quarterly in arrears.”
“Accounts held at Capital Bank & Trust (American Funds) are billed quarterly in arrears.”

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: 1.5% a year
Clients: 307
Employees: 5
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $217,543,050
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 285169
Website: tagplanning.com (opens in new tab)
Phone: (330) 526-8412

Can advise clients in 4 states: Florida, Ohio, Tennessee, Texas

Is something on this page wrong or out of date?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