PlannerFees

Diamond Equity Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 29, 2026, Diamond Equity Advisors charges $150⁠-⁠$300 an hour and a flat or project fee of $1,000⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$300/hr
“The fee is charged at an hourly rate between $150.00 and $300.00 per hour, depending on complexity.”
Flat or project fee
$1,000⁠-⁠$3,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000.”

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

How Diamond Equity Advisors bills

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

  • “Clients may terminate the contract without penalty, for full refund, within five business days of signing the contract.”
  • “The fee may be negotiable in certain cases and is due at the beginning of the engagement.”
  • “Clients may terminate the agreement without penalty, for full refund of DEA’s fees, within five business days of signing the Financial Planning Agreement.”

How Diamond Equity Advisors’ fees compare

  • Its hourly rate of $150-$300 spans the Ohio median of $250. 36% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 7 of the 20 other planners in Columbus that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$3,000 is below the Ohio median of $3,250. 29% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • 4 of the 18 other planners in Columbus that publish a flat or project fee charge less.

About Diamond Equity Advisors

“We provide financial planning services to ensure clients have the blueprint to help reach their goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Perry Jeffries
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
Clients
95
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed
$16,446,333
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
306451
Website
twitter.com/the_e_cfo (opens in new tab)
Phone
(614) 763-6553

Can advise clients in 2 states: Louisiana, Ohio

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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.