Brookside Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“Hourly consulting: $200 - $300 per hour - 7Brookside Financial Advisors, LLC Fees are due 50% upon signing the agreement with the balance due upon delivery of the plan.”

Flat or project fee

$1,000⁠-⁠$2,400

“One-Time Foundation Plan BFA charges a flat fee between $1,000 and $2,400 for the one-time Foundation Plan.”

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

How Brookside Financial Advisors, LLC bills

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

• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund and without penalty.”
• “Fees are paid quarterly in arrears, and because fees are charged in arrears, no refund policy is necessary.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund and without penalty.”

How Brookside Financial Advisors, LLC’s fees compare

• Its hourly rate of $200-$300 spans the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,400 is below the Ohio median of $3,250. 25% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Brookside Financial Advisors, LLC

• Principal: Christopher A. Anselmo
• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2011 (15 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

3% a year

Employees

2

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157304

Website

brooksidetax.com (opens in new tab)

Phone

(440) 886-3550

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
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• 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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