Artifex Financial Group, LLC fees and pricing
Financial planner in Oakwood, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Artifex Financial Group, LLC charges a flat or project fee of $2,500 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
- $2,500
“The fee for Project-Based Services is a fixed fee equal to $2,500 for each 90-day project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Artifex Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are collected quarterly in advance at the beginning of each calendar quarter.”
- “Clients will be billed in advance at the beginning of each calendar quarter, based upon the value (market value or fair market value in the absence of market value), of the client’s portfolio at the end of the previous quarter. 2.”
- “The fixed fee is payable quarterly in advance.”
How Artifex Financial Group, LLC’s fees compare
- Its flat or project fee of $2,500 is below the Ohio median of $3,250. 33% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Artifex Financial Group, LLC
“Personal Wealth Management Services AFG provides personalized wealth management services.”
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 311
- 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 other services
- Assets managed
- $328,703,165
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140643
- Phone
- (855) 752-6644
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.