Chapters To Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Financial Planning engagements are offered at an hourly rate of $325.”

Flat or project fee

$650

“The fixed fee rates based on this estimate range between $650 (2 hours) to $10,000 (16 hours).”

Monthly fee

$150⁠-⁠$833/mo

“Fees are paid monthly or quarterly in advance, ranging from $150 to $833.33 per month or $450 to $2,500 per quarter.”

Quarterly fee

$450⁠-⁠$2,500/qtr

From the same sentence as above.

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

How Chapters To Wealth bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Chapters To Wealth’s fees compare

• Its hourly rate of $325 is above the Ohio median of $250. 76% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Lewis Center that publish an hourly rate charge less.
• Its flat or project fee of $650 is below the Ohio median of $3,250. 9% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 2 other planners in Lewis Center that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Chapters To Wealth

• Principal: Brian Becker
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340232

Website

chapterstowealth.com (opens in new tab)

Phone

(614) 245-5552

Other planners in Lewis Center that publish fees

• Bigby Financial Planning, LLCLewis Center$200/hr, $1,000⁠-⁠$5,000
• Weiser Financial Planning LLCLewis Center$350/hr, $750⁠-⁠$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

Compare all 3 planners in Lewis Center