Balance Wealth fees and pricing
Financial planner in Worthington, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 15, 2026, Balance Wealth charges a flat or project fee of $500-$10,000 and an annual fee of $588-$7,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“For one-time financial plans, the flat fee typically ranges from $500 to $10,000 depending on the nature and complexity of a client’s financial situation and financial planning needs.”
- Annual fee
- $588-$7,200/yr
“The flat fee for ongoing financial planning services typically range from $588 to $7,200 per year, which shall be charged either monthly or quarterly in advance of the applicable billing period.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Balance Wealth’s fees compare
- Its flat or project fee of $500-$10,000 spans the Ohio median of $3,250. 66% of the 199 other Ohio planners that publish a flat or project fee charge less.
- Its annual fee of $588-$7,200 spans the Ohio median of $5,000. 35% of the 79 other Ohio planners that publish an annual fee charge less.
About Balance Wealth
- Firm size: 12 employees.
- Registered as an adviser: 2025.
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
- 1.2% a year
- Clients
- 553
- Employees
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $386,652,646
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329589
- Phone
- (800) 551-7787
Can advise clients in 17 states: Arizona, California, Colorado, Florida, Indiana, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Other planners in Worthington that publish fees
- Gianola Financial Planning, LLCWorthington$1,500, $3,500/yr
- Pay It Forward Financial Planning, LLCWorthington$600/mo
- 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
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.