Alan B. Lancz & Associates, Inc. fees and pricing

Published fees

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

Hourly rate

$275/hr

“Retirement Plan Consultation Services Much of this work is done as an independent consultant at the rate of $275 an hour for work done by Alan Lancz, $115 an hour for work done by our Research Associates, and administration/data entry at $58 an hour.”

Flat or project fee

$500⁠-⁠$2,400

“The preparation of a financial plan is a one-time service with a $500 cost for Retirement Income Planning or $2400 for a full Comprehensive Financial Plan and does not involve an ongoing relationship between the firm and a client.”

Quarterly fee

$250⁠-⁠$500/qtr

“Clients seeking access to trading platforms along with our guidance are charged $250 per quarter for 1-2 accounts and $500 per quarter for up to 5 accounts (negotiable thereafter).”

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

How Alan B. Lancz & Associates, Inc. bills

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

• “The fee is non-negotiable for accounts with less than $2,500,000 in assets under management.”
• “Fees for guaranteed accounts and cash management type services are negotiable, and generally one-tenth those of the above schedule.”
• “Fees are billed every three months in advance.”

How Alan B. Lancz & Associates, Inc.’s fees compare

• Its hourly rate of $275 is above the Ohio median of $250. 59% of the 219 other Ohio planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Toledo that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,400 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Toledo that publish a flat or project fee charge less.

About Alan B. Lancz & Associates, Inc.

• Firm size: 4 employees.
• Founded: 1982 (44 years).

Planning areas mentioned in the brochure

• Estate planning
• Insurance analysis

Firm details from Form ADV

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

2% a year

Clients

99

Employees

4

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting

Assets managed

$175,381,499

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105363

Website

ablonline.com (opens in new tab)

Phone

(419) 536-5200

Can advise clients in 8 states: California, Florida, Illinois, Louisiana, Michigan, New York, Ohio, Texas

Other planners in Toledo that publish fees

• Candela FinancialToledo$250/hr, $4,000⁠-⁠$10,000
• Ruiz Financial Group, LLCToledo$250, $750/mo
• Tayyib Investments LLCToledo$90⁠-⁠$160/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 8 planners in Toledo