PlannerFees

Asendo Wealth Advisory fees and pricing

Financial planner in Columbus, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated October 1, 2026, Asendo Wealth Advisory charges $250 an hour, a flat or project fee of $2,500, and an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“These fees are negotiable, with a fixed fee minimum of $2,500 and an hourly minimum of $250/hour, depending upon the scope and complexity of the services and the professional rendering the services.”
Flat or project fee
$2,500

From the same sentence as above.

Annual fee
$3,000/yr
“Any clients who are new to the firm after January 1, 2023, are subject to the minimum financial planning fee of $3,000 annually unless they qualify for our “Planning Lite” engagement.”

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

How Asendo Wealth Advisory bills

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

  • “These fees are negotiable, but range from $900 to $20,000, depending upon the scope and complexity of the services and the professional rendering the financial planning services.”
  • “The terms and conditions of the financial planning engagement are set forth in the Advisory Agreement and Asendo generally requires one-half of the fee payable upon execution of the Advisory Agreement.”
  • “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

How Asendo Wealth Advisory’s fees compare

  • Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 8 of the 20 other planners in Columbus that publish an hourly rate charge less.
  • 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.
  • 6 of the 18 other planners in Columbus that publish a flat or project fee charge less.
  • Its annual fee of $3,000 is below the Ohio median of $5,000. 29% of the 79 other Ohio planners that publish an annual fee charge less.
  • 3 of the 7 other planners in Columbus that publish an annual fee charge less.

About Asendo Wealth Advisory

“Asendo Wealth Advisory (“Asendo” or the “Firm”) offers a variety of advisory services, which include financial planning, consulting, and investment and wealth management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 16 employees.
  • Registered as an adviser: 2019 (7 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% a year
Clients
1,152
Employees
16
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$866,510,470
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
305999
Website
facebook.com/TSGAdvicePartners (opens in new tab)
Phone
(614) 697-2750

Can advise clients in 18 states: Arizona, California, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

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