Benchmark Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500⁠-⁠$50,000/yr

“The annual fee generally ranges from $500 to $50,000 or as agreed upon in the financial planning agreement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Benchmark Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All fees for advisory services are billed in advance and are calculated on a calendar quarterly basis.”
• “If the account is established during a calendar quarter, the initial fee will be prorated from the date the Discretionary Investment Advisory Agreement is executed by the client and accepted by Benchmark through the end of the current calendar quarter.”
• “This fee will be due and payable either upon execution of the financial planning agreement or on quarterly basis.”

How Benchmark Wealth Management’s fees compare

• Its annual fee of $500-$50,000 spans the Ohio median of $5,000. 91% of the 79 other Ohio planners that publish an annual fee charge less.
• 8 of the 9 other planners in Cincinnati that publish an annual fee charge less.

About Benchmark Wealth Management

• Firm size: 6 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.25% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

76

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$179,034,817

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

298885

Website

linkedin.com/company/33190259 (opens in new tab)

Phone

(513) 328-0272

Can advise clients in 2 states: Florida, Ohio

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000
• Dunphy Wealth Management, Inc.Cincinnati$75⁠-⁠$150/hr, $250⁠-⁠$1,850

Compare all 76 planners in Cincinnati