CBS Funding, Inc. fees and pricing
Financial planner in Broadview Heights, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2026, CBS Funding, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“AND CONSULTING CBS charges an hourly fee of $250 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CBS Funding, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “If the services to be provided are started any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the initial fee period.”
How CBS Funding, Inc.’s fees compare
- Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
About CBS Funding, Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: EA.
- Registered as an adviser: 2011 (15 years).
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
- 1.5% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 35
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $70,526,550
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158408
- Phone
- (440) 717-1604
Other planners in Broadview Heights that publish fees
- Cornerstone Asset Management Services, Inc.Broadview Heights$100-$300/hr, $100-$1,000/yr
- Kith & Kin WealthBroadview Heights$350/mo, $4,200/yr
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.