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.”
- 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
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
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.