Cincinnati Wealth Management, Inc. fees
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Cincinnati Wealth Management, Inc. (Cincinnati, OH) charges $400 an hour and a monthly fee of $300-$1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the Cincinnati median of $300; 13 of the 16 other planners in Cincinnati that publish an hourly rate charge less. Above the Ohio median of $250; 82% of the 118 other planners in Ohio charge less.
“The hourly charge is $400.”
- Monthly fee
- $300-
$1,000/mo “These fees are negotiable, but generally range from $300 to $1,000 a month, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2018 (8 years)
How Cincinnati Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An agreed-upon flat fee is applicable and will be billed in accordance with the hourly rates and policies outlined in this Item.”
- “An estimate of the time required and total fees to be incurred will be discussed with the client in advance of the engagement.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, monthly planning fees, and a percentage of assets under management
- Clients
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $16.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 5, 2026
- CRD number
- 291688 (opens in new tab)
- Phone
- (513) 235-9126
Other planners in Cincinnati that publish fees
- Live and Give FinancialCincinnatiHourly $350/hr, Flat $1,000-$10,000
- Quiet Wealth ManagementCincinnatiHourly $450/hr
- Financial FreedomCincinnatiHourly $150/hr, Flat $3,000-$4,500
- AJD WealthCincinnatiHourly $500/hr, Flat up to $30,000
- Queen City WealthCincinnatiFlat $300-$10,000, Monthly $100-$2,000/mo
- Stone Tower Wealth AdvisorsCincinnatiHourly $300/hr, Flat $300-$10,000
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.