Apricity Financial Planning fees and pricing
Financial planner in Whitehouse, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Apricity Financial Planning charges a flat or project fee of $3,000-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$8,000
“Fixed fee rates range from $3000 - $8000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Apricity Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears, ranging from $250 to $500.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “The fee is based on a percentage of assets under management and is negotiable.”
How Apricity Financial Planning’s fees compare
- Its flat or project fee of $3,000-$8,000 spans the Ohio median of $3,250. 70% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Apricity Financial Planning
- Principal: Kelsey Burke
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- 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% a year
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,429,601
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327291
- Phone
- (419) 825-6161
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.