Chester Financial Services 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

$350/hr

“Fees are as follows: _________(a) $5,000.00 One-time Fixed Fee with 12-month retainer fee included _________(b) Negotiated One-time Fee with 12-month retainer included: $_____________ _________(b) Negotiated Fixed Annual Fee: $_____________ _________(c) $350.00 Hourly Rate Fee _________(d) Negotiated Hourly Rate…”

Flat or project fee

$5,000

From the same sentence as above.

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

How Chester Financial Services LLC bills

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

• “Disclose whether the fees are negotiable.”
• “Describe whether the firm deducts fees from clients’ assets or bills client for fees incurred.”
• “Explain how often firm bills clients or deducts its fee.”

How Chester Financial Services LLC’s fees compare

• Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Ohio median of $3,250. 61% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Chester Financial Services LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

Clients

66

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$11,638,935

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169565

Website

chesterfinancialservices.com (opens in new tab)

Phone

(740) 244-1307

Other planners in Ohio that publish fees

• 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
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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