Daymark Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees range from $1,500 to $10,000.”

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

How Daymark Wealth Partners, LLC bills

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

• “Our firm bills on cash unless otherwise indicated in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Daymark Wealth Partners, LLC’s fees compare

• Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
• 14 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Ohio median of $3,250. 73% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 22 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Daymark Wealth Partners, LLC

• Firm size: 40 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

2,060

Employees

40

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$5,042,043,338

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

320878

Website

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Phone

(513) 838-2520

Can advise clients in 28 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

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• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Dunphy Wealth Management, Inc.Cincinnati$75⁠-⁠$150/hr, $250⁠-⁠$1,850

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