PlannerFees

Bollin Wealth Management, LLC fees and pricing

Financial planner in Perrysburg, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 21, 2026, Bollin Wealth Management, LLC charges $500 an hour and a flat or project fee of $3,000⁠-⁠$10,000 for financial planning.

Published fees

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

Hourly rate
$500/hr
“Hourly planning fees will also be offered at a rate of $500 an hour.”
Flat or project fee
$3,000⁠-⁠$10,000
“Flat fees for financial planning services will generally range from $3,000 to $10,000, depending on the scope of the engagement.”

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

How Bollin Wealth Management, LLC bills

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

  • “Clients are invoiced quarterly in arrears.”
  • “Since Bollin Wealth Management LLC bills clients in arrears, a net contribution during the quarter will decrease the total fee amount, while a net withdrawal will increase the total fee amount.”
  • “Your pricing level is determined in advance and stated on the financial planning agreement contract.”

How Bollin Wealth Management, LLC’s fees compare

  • Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Perrysburg that publish an hourly rate charge less.
  • Its flat or project fee of $3,000-$10,000 spans the Ohio median of $3,250. 78% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Bollin Wealth Management, LLC

“Portfolio Management Bollin Wealth Management LLC provides investment supervisory services, defined as giving continuous advice to clients or making investments for clients based upon the individual needs of clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Phillip E. Bollin
  • Firm size: 4 employees.
  • Founded: 2004 (22 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
1.25% a year
Minimum
No minimum stated in brochure
Clients
233
Employees
4
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$152,691,899
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
150396
Website
perrysburgfinancialplanner.com (opens in new tab)
Phone
(419) 878-3934

Can advise clients in 2 states: Michigan, Ohio

Other planners in Perrysburg that publish fees

Compare all 4 planners in Perrysburg

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