Buckeye Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Our hourly rate is $250 to $350 based on complexity.”

Flat or project fee

$1,000

“Ongoing Financial Planning BWP collects an initial fee, no greater than $1000.”

Quarterly fee

$198/qtr

“Clients electing to have the Advisor manage their workplace retirement plan assets as part of our engagement will pay a flat annual fee of $798, billed quarterly in advance at $198.75 per quarter.”

Annual fee

$798/yr

From the same sentence as above.

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

How Buckeye Wealth Partners, LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in advance, ranging from $100 to $400.”

How Buckeye Wealth Partners, LLC’s fees compare

• Its hourly rate of $250-$350 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Centerville that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $798 is below the Ohio median of $5,000. 8% of the 79 other Ohio planners that publish an annual fee charge less.

About Buckeye Wealth Partners, LLC

• Principal: Jim Kilgore
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

1.45% a year

Clients

252

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$67,952,441

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

126428

Website

buckeyewealthpartners.com (opens in new tab)

Phone

(937) 434-1790

Can advise clients in 2 states: Louisiana, Ohio

Other planners in Centerville that publish fees

• Fiduciary Wealth Group, LLCCenterville$350/hr
• Ridgeline Wealth Planning LLCCenterville$400/hr, $500/qtr
• Wealth AccelCenterville$400/hr, $1,375/mo
• Zenith Advisory Group, LLCCenterville$150/hr

Compare all 6 planners in Centerville