Bell City Wealth, Inc. fees and pricing
Financial planner in Hillsboro, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Bell City Wealth, Inc. charges $100-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“Additional consultation is offered at the rate of $100-$250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bell City Wealth, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees are deducted and invoiced in the same fashion as asset-based fees for investment services.”
- “All fixed fees for services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time.”
- “Fixed fees paid in advance will be prorated to the date of termination and the excess refunded to the client by check as soon as practicable.”
How Bell City Wealth, Inc.’s fees compare
- Its hourly rate of $100-$250 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.
About Bell City Wealth, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 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
- 1.5% a year
- Clients
- 337
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications
- Assets managed
- $163,331,134
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326354
- Phone
- (937) 393-3154
Can advise clients in 6 states: Florida, Indiana, Kentucky, Missouri, 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.