Bellwether Investment Services LLC fees and pricing
Financial planner in Loveland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Bellwether Investment Services LLC charges $50 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50/hr
“Our Financial Planning fee is $50 per hour, and a two-hour minimum is required for a financial plan on a stand-alone basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bellwether Investment Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Bellwether Investment Services generally bills our fees on a monthly basis in arrears.”
- “Our Financial Planning Fee is invoiced to the Client upon completion and presentation of the Client’s financial plan and due to Advisor within thirty (30) days of the invoice date.”
- “Upon receipt of a proper notice of termination from the client, as described in the Investment Management Agreement, any earned unpaid fees will be billed on a pro-rata basis based on the amount of work performed by us up to the point of termination.”
How Bellwether Investment Services LLC’s fees compare
- Its hourly rate of $50 is below the Ohio median of $250. None of the 219 other Ohio planners that publish an hourly rate charge less.
- None of the 4 other planners in Loveland that publish an hourly rate charge less.
About Bellwether Investment Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 18
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,654,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306126
- Phone
- (513) 382-3620
Other planners in Loveland that publish fees
- Faith Financial Advisors, Inc.Loveland$385/hr, $7,500
- Infinity Wealth Counsel, LLCLoveland$300/hr, $2,500-$4,000
- Smith Capital Management, LLCLoveland$200-$2,000
- Tetelestai CapitalLoveland$200/hr, $40/mo
- TMT Investment AdviserLoveland$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.