DBK Financial Counsel, LLC fees and pricing

Financial planner in Cuyahoga Falls, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 19, 2026, DBK Financial Counsel, LLC charges $295 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Clients may terminate the agreement without penalty for a full refund of DBK's fees within five business days of signing the Investment Advisory Contract.”
“Financial Planning fees are paid via check.”
“Fees are generally paid quarterly, but in some cases maybe paid upon completion of work.”

Its hourly rate of $295 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.

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% a year
Clients: 67
Employees: 4
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $199,476,254
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 170688
Phone: (330) 923-3038

Can advise clients in 3 states: Florida, New York, Ohio

Is something on this page wrong or out of date?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.