Birchcreek Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Collaborative Consulting Services Birchcreek Wealth’s collaborative consulting services requires an initial retainer fee of $2,500, from which the Advisor bills at an hourly rate of $350 per hour.”

Annual fee

$2,500/yr

From the same sentence as above.

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

How Birchcreek Wealth Management, LLC bills

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

• “Fees for Advisory Services Investment Advisory Services Investment advisory fees are paid monthly, in advance of each month, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the Client’s account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Birchcreek Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its annual fee of $2,500 is below the Ohio median of $5,000. 23% of the 79 other Ohio planners that publish an annual fee charge less.

About Birchcreek Wealth Management, LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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

191

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$300,102,308

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304207

Website

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

Phone

(937) 567-0646

Can advise clients in 7 states: Florida, Indiana, Kentucky, Ohio, Tennessee, Texas, Wisconsin

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

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