Anderson Financial Strategies, LLC fees and pricing
Financial planner in Dayton, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Anderson Financial Strategies, LLC charges a flat or project fee of $1,000-$10,000 and a monthly fee of $150-$500 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.
- Flat or project fee
- $1,000-$10,000
“Anderson Financial Strategies may also provide a comprehensive financial plan for a fixed fee of $1000$10,000, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
- Monthly fee
- $150-$500/mo
“We charge a monthly retainer fee of $150-$500 which shall be negotiable depending upon certain circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Anderson Financial Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Retainer fees shall be paid in advance, in monthly, quarterly, or semiannual installments.”
- “Fees are always disclosed in advance of entering into the financial planning/consulting agreement.”
- “Retirement Plan advisory billing is in advance or arrears, depending on the plan recordkeeper.”
How Anderson Financial Strategies, LLC’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Ohio median of $3,250. 70% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Dayton that publish a flat or project fee charge less.
About Anderson Financial Strategies, LLC
“Our Advisory Business Anderson Financial Strategies is a registered investment adviser with the SEC, providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, small businesses, churches, and retirement plans.”
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Tax planning
- Business owners
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
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 182
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $402,105,003
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290343
- Phone
- (855) 237-4545
Can advise clients in 4 states: Florida, Nebraska, Ohio, Texas
Other planners in Dayton that publish fees
- Blake Schutter Theil Wealth Advisors, LLCDayton$150-$250/hr
- Demma-Novak Wealth ManagementDayton$300/hr
- Derenzo Advisors LLCDayton$350/hr
- Jessup Wealth ManagementDayton$125-$500/hr
- Reaching Upward Financial Solutions LLCDayton$100/hr, $750-$3,500
- Ridge and Republic FinancialDayton$400/hr, $500-$5,000
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.