Athens Impact Socially Responsible Investments fees and pricing

Published fees

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

Hourly rate

$1,250/hr

“Ongoing Financial Coaching Ongoing Financial Coaching costs $1250 per hour.”

Flat or project fee

$1,500

“Therefore, the upfront portion of the fee will not be paid more than 6 months in advance. 11 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500 and a total cost of $$3,500.”

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

How Athens Impact Socially Responsible Investments bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in advance, refunds of unused funds will be given upon termination of the account.”
• “The annual fees are negotiable, pro-rated and paid in arrears on a quarterly basis.”

How Athens Impact Socially Responsible Investments’ fees compare

• Its hourly rate of $1,250 is above the Ohio median of $250. 100% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Athens Impact Socially Responsible Investments

• Principal: Michelle Wilson
• 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: 2020 (6 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

1.35% a year

Clients

207

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services

Assets managed

$28,543,004

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309353

Website

athensimpact.com (opens in new tab)

Phone

(740) 447-5540

Can advise clients in 2 states: Iowa, Ohio

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

Compare all 564 planners in Ohio