Amfg Wealth Management LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Amfg Wealth Management LLC charges $150⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$500/hr; “The negotiated hourly fee for these services is between $150 and $500.”

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

“These fees are generally negotiable and the final fee schedule is in the Investment Policy Statement.”
“Clients may terminate the agreement without penalty for a full refund of AMFGWM's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of AMFGWM’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $150-$500 spans the Ohio median of $250. 76% of the 219 other Ohio planners that publish an hourly rate charge less.
3 of the 4 other planners in Westlake that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 547
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $58,667,430
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 292160
Website: amfinancialgroup.com (opens in new tab)
Phone: (440) 249-0397

Can advise clients in 4 states: Florida, Ohio, Pennsylvania, South Carolina

Is something on this page wrong or out of date?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