PlannerFees

Derenzo Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated September 22, 2026, Derenzo Advisors LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Fees may be based upon a flat percentage of assets under management, an hourly rate of $350 per hour, or a negotiated fixed fee.”

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

How Derenzo Advisors LLC bills

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

  • “These fees may vary and are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
  • “Fees are payable in advance on a quarterly basis and are due within 15 days after the start of each calendar quarter.”
  • “Upon termination, the client will receive a prorated refund of any prepaid advisory fees attributable to the period after the termination date.”

How Derenzo Advisors 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.
  • 4 of the 5 other planners in Dayton that publish an hourly rate charge less.

About Derenzo Advisors LLC

“Derenzo Advisors LLC also provides investment advice, budgeting assistance and other personal financial advice through consulting relationships under negotiated fee arrangements.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

  • 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
1% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$7,989,502
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
148612
Website
derenzoadvisors.com (opens in new tab)
Phone
(937) 226-9717

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