PlannerFees

Demma-Novak Wealth Management fees and pricing

Financial planner in Dayton, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 25, 2026, Demma-Novak Wealth Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“DWM may also provide WMS on a project or hourly basis at the rate of $300.00 per hour.”

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

How Demma-Novak Wealth Management bills

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

  • “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
  • “If services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
  • “If you elect to pay by credit card, you will provide written authorization to DWM for such a charge.”

How Demma-Novak Wealth Management’s fees compare

  • Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 2 of the 5 other planners in Dayton that publish an hourly rate charge less.

About Demma-Novak Wealth Management

“Wealth Management Services DWM provides Wealth Management Services (WMS) to help clients develop and maintain strategies focused on accumulation, allocation and ongoing management of investment and other personal financial resources to meet current and future income objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Cash flow and budgeting

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
0.75% a year
Clients
235
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
172311
Website
demmanovak.com (opens in new tab)
Phone
(937) 523-0029

Can advise clients in 2 states: Kentucky, Ohio

Other planners in Dayton that publish fees

Compare all 17 planners in Dayton

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.