Cochran Wealth Management LLC fees and pricing
Financial planner in Martinsville, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 24, 2026, Cochran Wealth Management LLC charges $150-$400 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$400/hr
“A fixed fee typically ranges from $1,000 to $10,000, or on an hourly basis ranging from $150 to $400 per hour, depending on the complexity of each client's circumstances.”
- Flat or project fee
- $1,000-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cochran Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “The fee is negotiable and will be clearly listed in the Advisory Contract.”
- “No fees are accepted more than six months in advance.”
How Cochran Wealth Management LLC’s fees compare
- Its hourly rate of $150-$400 spans the Ohio median of $250. 59% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Ohio median of $3,250. 70% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Cochran Wealth Management LLC
“Cochran Wealth Management was launched in September 2025 as an investment firm with the intent to provide investment management services to individuals, high-net-worth individuals, families, and businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.15% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339085
- Phone
- (937) 272-8416
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.