Belay Finance fees and pricing
Financial planner in Montgomery, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 4, 2026, Belay Finance charges $250 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Services are offered based on an hourly fee of $250 per hour.”
- Flat or project fee
- $2,500
“Services are offered based on a flat fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Belay Finance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fee is negotiable based upon certain criteria at Belay Finance’s discretion.”
- “Fees for financial plans are due upon delivery of the completed plan.”
- “Fees for financial plans will be billed via Electronic Payment (fees will be paid via a third party payment processor in which the client will securely input payment information and pay the advisory fee through a secure portal.”
How Belay Finance’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.
- 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.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Belay Finance
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334807
- Phone
- (513) 201-7399
Can advise clients in 4 states: California, Michigan, Ohio, Texas
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.