Cleveland Wealth, LLC fees and pricing

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.

Flat or project fee

$1,200⁠-⁠$10,000

“The annual negotiated fixed rate for creating client financial plans is between $1,200 and $10,000.”

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

How Cleveland Wealth, LLC bills

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

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CW's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CW's fees within five business days of signing the Financial Planning Agreement.”

How Cleveland Wealth, LLC’s fees compare

• Its flat or project fee of $1,200-$10,000 spans the Ohio median of $3,250. 72% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Cleveland that publish a flat or project fee charge less.

About Cleveland Wealth, LLC

• Firm size: 7 employees.
• Founded: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.65% a year

Clients

396

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$506,578,765

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282196

Website

linkedin.com/company/cleveland-wealth-llc./?viewAsMember=true (opens in new tab)

Phone

(216) 810-5900

Can advise clients in 7 states: Florida, Illinois, Louisiana, Michigan, Ohio, Pennsylvania, Texas

Other planners in Cleveland that publish fees

• Anfield Wealth ManagementCleveland$500, $200/mo
• Beacon Financial Advisory LLCCleveland$250⁠-⁠$20,000
• Ethos Financial PlanningCleveland$2,000⁠-⁠$10,000
• Family Financial Services, LLCCleveland$50⁠-⁠$250/hr
• Firefly Wealth ManagementCleveland$5,000
• Intentional Wealth PartnersCleveland$400/hr, $2,500⁠-⁠$10,000

Compare all 15 planners in Cleveland