Blake Schutter Theil Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Their existing rate was negotiable but generally consisted of an hourly rate of $150 to $250 an hour.”

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

How Blake Schutter Theil Wealth Advisors, LLC bills

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

• “The financial planning fee is billed to the client monthly/Quarterly as the work is performed and can be paid by the client in any manner suitable to the client within 30 days of the invoice date.”
• “The financial planning fee shall be mutually agreed upon in advance by and between the client and the Adviser.”
• “Billing of Fees Except for the initial billing month, the Fee is paid in advance and is due and payable on the first day of each Month.”

How Blake Schutter Theil Wealth Advisors, LLC’s fees compare

• Its hourly rate of $150-$250 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Dayton that publish an hourly rate charge less.

About Blake Schutter Theil Wealth Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• 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

2.5% a year

Clients

165

Employees

6

Works with

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

Services reported to regulators

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

Assets managed

$459,456,067

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292661

Website

bstwealthadvisors.com (opens in new tab)

Phone

(937) 956-7875

Can advise clients in 2 states: Florida, Ohio

Other planners in Dayton that publish fees

• Anderson Financial Strategies, LLCDayton$1,000⁠-⁠$10,000, $150⁠-⁠$500/mo
• Demma-Novak Wealth ManagementDayton$300/hr
• Derenzo Advisors LLCDayton$350/hr
• Jessup Wealth ManagementDayton$125⁠-⁠$500/hr
• Reaching Upward Financial Solutions LLCDayton$100/hr, $750⁠-⁠$3,500
• Ridge and Republic FinancialDayton$400/hr, $500⁠-⁠$5,000

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