Deeter Advisory Group, LLC fees and pricing
Financial planner in Terrace Park, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 2, 2025, Deeter Advisory Group, LLC charges $250 an hour and a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The fee for financial planning is negotiated at the time of the engagement, and is either a fixed fee of $1,000 or an hourly fee of $250, with the number of hours based on the complexity of the client’s circumstances.”
- Flat or project fee
- $1,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Deeter Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees are payable monthly or quarterly in arrears.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
How Deeter Advisory Group, LLC’s fees compare
- Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Deeter Advisory Group, LLC
“General Information Deeter Advisory Group, LLC (“DAG”) was formed in 2010 and provides comprehensive financial planning, portfolio management and estate and wealth planning services to its clients.”
- Principal: Joshua D. Deeter
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
- Insurance analysis
- Charitable giving
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
- 1.6% a year
- Clients
- 110
- Employees
- 1
- Works with
- Individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $114,264,053
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153818
- Phone
- (513) 289-5056
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.