Carnegie Investment Counsel fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate will not be greater than $300.”

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

How Carnegie Investment Counsel bills

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

• “Fees are negotiable and the final fee schedule will be in the Client’s Investment Advisory Agreement.”
• “Generally, fees are paid quarterly in advance and in some cases in arrears, and clients may terminate their Agreement with written notice.”
• “The fee for any period less than a full quarter is prorated based on the number of days the contract was in place.”

How Carnegie Investment Counsel’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.

About Carnegie Investment Counsel

• Firm size: 69 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

1.75% a year

Clients

3,056

Employees

69

Works with

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

Services reported to regulators

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

Assets managed

$7,513,187,008

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150488

Website

carroll-financial.com (opens in new tab)

Phone

(216) 367-4114

Can advise clients in 37 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, West Virginia

Other planners in Pepper Pike that publish fees

• Peak Wealth SolutionsPepper Pike$1,000/hr, $350⁠-⁠$5,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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