Bison Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The Advisor also offers stand-alone financial planning services at an hourly rate of $150 per hour.”

Flat or project fee

$500

“The Advisor requires a minimum engagement size of $500 for hourly financial planning services.”

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

How Bison Wealth Management, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Bison Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Bison Wealth Management, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2007 (19 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% a year

Clients

160

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$131,028,624

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

340724

Website

bisonllc.com (opens in new tab)

Phone

(216) 270-4425

Can advise clients in 6 states: Florida, New York, Ohio, South Carolina, Texas, Virginia

Other planners in Lyndhurst that publish fees

• Strait Direction Wealth ManagementLyndhurst$250/hr, $500⁠-⁠$6,000
• 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
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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