Athletes Financial Advisers, LLC fees and pricing
Financial planner in Westlake, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Athletes Financial Advisers, LLC charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“A minimum annual fee of $5,000 is generally required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Athletes Financial Advisers, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
How Athletes Financial Advisers, LLC’s fees compare
- Its annual fee of $5,000 matches the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.
About Athletes Financial Advisers, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Insurance analysis
- 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
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 50
- 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, newsletters and publications, and educational seminars and workshops
- Assets managed
- $67,146,912
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284993
- Phone
- (949) 776-3310
Other planners in Westlake that publish fees
- Amfg Wealth Management LLCWestlake$150-$500/hr
- Cornerstone Wealth ManagementWestlake$300-$600/hr, $1,500-$15,000
- Kinetic Wealth Investment Advisors, LLCWestlake$250/hr, $1,000
- Lesjak Planning, LLCWestlake$150/hr
- Paradigm Wealth Management, LLCWestlake$200/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Is something on this page wrong or out of date?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.