Boutique Wealth Advisors LLC fees and pricing

Published fees

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

Flat or project fee

$200⁠-⁠$5,000

“BWA will charge a fixed fee for project consulting services in the range of $200 to $5,000 as contracted for with the Client in advance.”

Quarterly fee

$625/qtr

“It is billed quarterly, at $625/quarter.”

Annual fee

$2,500/yr

“BWA has included a max fee of $2,500/year (which would include assets over the market value of $500,000).”

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

How Boutique Wealth Advisors LLC bills

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

• “Asset advisement fees will be deducted from either another account in which BWA has discretionary authority, or payable via check by the Client.”
• “Fixed fees are negotiable at the discretion of the Advisor.”
• “The fixed fee is payable in full upon completion of the project.”

How Boutique Wealth Advisors LLC’s fees compare

• Its flat or project fee of $200-$5,000 spans the Ohio median of $3,250. 37% of the 199 other Ohio planners that publish a flat or project fee 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 Boutique Wealth Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

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

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$26,383,087

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

317050

Website

universitywealthadvisors.com (opens in new tab)

Phone

(330) 417-8171

Can advise clients in 2 states: Michigan, Ohio

Other planners in Canton that publish fees

• Aan Wealth Advisors LLCCanton$250/hr
• Affinity Wealth LLCCanton$300/mo
• George Financial ServicesCanton$25⁠-⁠$100/hr
• Strong Investment Management, LLCCanton$250⁠-⁠$950
• Williamson Wealth ManagementCanton$150⁠-⁠$200/hr

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