Chrys Financial Planning, LLC fees and pricing

Financial planner in Wyoming, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 26, 2026, Chrys Financial Planning, LLC charges $150 an hour and a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Financial planning is also offered at an hourly rate of $150 for those who do not engage us with ongoing management of their assets.”
Flat or project fee
$2,500
“We charge a separate, one-time fee of $2,500 for the initial financial plan for all clients who engage CFP, LLC for ongoing wealth management.”

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

How Chrys Financial Planning, LLC bills

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

  • “Advisory fees are directly debited from client’s account(s), or the client may choose to pay by check.”
  • “An account may be terminated with written notice of at least 15 calendar days in advance.”
  • “Since fees are paid in arrears, no refund will be needed upon the termination of the account.”

How Chrys Financial Planning, LLC’s fees compare

  • Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the Ohio median of $3,250. 33% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Chrys Financial Planning, LLC

“Our Wealth Management Service encompasses investment management and provides financial planning to our clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
Clients
14
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$14,695,515
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
318884
Phone
(267) 205-5085

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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.