Columbus Wealth Management fees and pricing

Published fees

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

Hourly rate

$500/hr

“Financial Planning engagements are offered at an hourly rate of $500 per hour.”

Flat or project fee

$6,000

“The fixed fee will be a minimum of $6,000 and will be increased based on complexity and the needs of the client.”

Annual fee

$6,000/yr

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of a negotiable ongoing fee that is paid monthly or quarterly, in arrears, with a minimum annual fee of $6,000, increased based on complexity.”

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

How Columbus Wealth Management bills

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

• “If CWM bills clients directly, payment is due upon receipt of invoice.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Columbus Wealth Management’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• 10 of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $6,000 is above the Ohio median of $3,250. 74% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 11 of the 14 other planners in Dublin that publish a flat or project fee charge less.
• Its annual fee of $6,000 is above the Ohio median of $5,000. 57% of the 79 other Ohio planners that publish an annual fee charge less.
• 2 of the 4 other planners in Dublin that publish an annual fee charge less.

About Columbus Wealth Management

• Principal: Matthew J. Daniel
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

34

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$35,964,715

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317480

Website

cbuswm.com (opens in new tab)

Phone

(937) 776-5494

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

Compare all 30 planners in Dublin