Bespoke Family Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$5,000

“Fixed fee rates range from $3,000 to $5,000.”

Annual fee

$1,000⁠-⁠$10,000/yr

“The fixed fee ranges from $1,000 to $10,000 annually, paid quarterly in arrears in equal installments.”

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

How Bespoke Family Advisors bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Bespoke Family Advisors’ fees compare

• Its flat or project fee of $3,000-$5,000 spans the Ohio median of $3,250. 58% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Mansfield that publish a flat or project fee charge less.
• Its annual fee of $1,000-$10,000 spans the Ohio median of $5,000. 54% of the 79 other Ohio planners that publish an annual fee charge less.

About Bespoke Family Advisors

• Principal: Allen Sykes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

1.1% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342526

Website

bespokefamilyadvisors.com (opens in new tab)

Phone

(419) 564-1162

Other planners in Mansfield that publish fees

• Pinnacle AdvisorsMansfield$3,000⁠-⁠$20,000, $1,850/qtr
• Whitaker-Myers Wealth Managers, LTD.Mansfield$250/hr, $250⁠-⁠$5,000
• 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

Compare all 6 planners in Mansfield