PlannerFees

Bigby Financial Planning, LLC fees and pricing

Financial planner in Lewis Center, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Bigby Financial Planning, LLC charges $200 an hour, a flat or project fee of $1,000⁠-⁠$5,000, and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“The hourly rate for limited scope engagements is $200.”
Flat or project fee
$1,000⁠-⁠$5,000
“Fixed fees range from $1,000 to $5,000 on average.”
Annual fee
$5,000/yr
“The minimum annual fee is $5,000 and is negotiable.”

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

How Bigby Financial Planning, LLC bills

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

  • “The fee range is $1,000 to $5,000 and is negotiable.”
  • “Billing Investment management fees are billed quarterly, in advance, meaning that we invoice you before the three-month billing period has begun.”
  • “Payment in full is expected upon invoice presentation.”

How Bigby Financial Planning, LLC’s fees compare

  • Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
  • None of the 2 other planners in Lewis Center that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Lewis Center that publish a flat or project fee charge less.
  • Its annual fee of $5,000 matches the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.

About Bigby Financial Planning, LLC

“Bigby Financial Planning, LLC provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: EA.
  • Founded: 2003 (23 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

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
1.15% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
41
Employees
2
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$22,933,231
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
130267
Website
bigbyfp.com (opens in new tab)
Phone
(614) 568-7768

Other planners in Lewis Center that publish fees

Compare all 3 planners in Lewis Center

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.