Alpha Planning and Financial Services, Inc. fees and pricing
Financial planner in Solon, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 4, 2026, Alpha Planning and Financial Services, Inc. charges $500 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The hourly rate used for this purpose is $500/hour.”
- Flat or project fee
- $1,500-$5,000
“Financial Planning fees are fixed and range from $1,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alpha Planning and Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such legal fees are separate from and in addition to the Firm's advisory fees and are billed directly to the client by Wealth.com or the applicable attorney.”
- “If services commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account prior to termination.”
- “Fees are billed monthly in arrears based on the average daily balance by the 5th business day of each month.”
How Alpha Planning and Financial Services, Inc.’s fees compare
- Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the Ohio median of $3,250. 50% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Alpha Planning and Financial Services, Inc.
“Advisors Excel is an affiliate of AE Wealth Management and our decision to work with AE Wealth Management is partially based on our IMO relationship with Advisors Excel.”
- Firm size: 5 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
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
- Clients
- 218
- 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, and selecting other advisers
- Assets managed
- $112,753,128
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130842
- Phone
- (440) 519-0300
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.