Ard Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$180⁠-⁠$286/hr

“The fees will not exceed any limit imposed by any regulatory agency. 5 Financial Planning Fees Impact Planning Hourly Fees The hourly fee for these services is between $180 and $286.”

Flat or project fee

$500⁠-⁠$3,000

“The fixed rate for one-time financial planning for individuals is between $500 and $3,000.”

Monthly fee

$85⁠-⁠$250/mo

“The fixed rate for the Impact Planning subscription is $85-$250 per month.”

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

How Ard Advisory Services, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of ARD's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
• “Clients may terminate the agreement without penalty, for full refund of ARD’s fees, within five business days of signing the Financial Planning Agreement.”

How Ard Advisory Services, LLC’s fees compare

• Its hourly rate of $180-$286 spans the Ohio median of $250. 39% of the 219 other Ohio planners that publish an hourly rate charge less.
• 4 of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Ohio median of $3,250. 25% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Ard Advisory Services, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

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

1.27% a year

Clients

156

Employees

3

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

$59,950,792

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318653

Website

instagram.com/impactplanning (opens in new tab)

Phone

(614) 602-6506

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500
• Cognition Financial LLCDublin$250/hr, $500⁠-⁠$6,000

Compare all 30 planners in Dublin