Dodok Wealth and Investment Advisors LLC fees
Financial planner in Dayton, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Dodok Wealth and Investment Advisors LLC (Dayton, OH) charges up to $500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Ohio median is $250.
“Personal Financial Planning Services and Family Office Advisory Services Compensation for personal financial planning services and family office advisory services is comprised of an hourly fee ranging up to $500 per hour for most services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2011 (15 years)
How Dodok Wealth and Investment Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The compensation method is explained and agreed with the clients in advance before any services are rendered.”
- “Upon termination, the fees charged for advisory services will be pro-rated and a refund for any unearned fees will be issued.”
- “Such fees shall be mutually agreed upon by the client and DWIA and shall be due and payable when services are rendered.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Works with
- Other
- Services reported to regulators
- Financial planning and other services
- Assets managed
- $15.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 155307 (opens in new tab)
- Phone
- (937) 938-6842
Other planners in Dayton that publish fees
- Blake Schutter Theil Wealth Advisors, LLCDaytonHourly $150-$250/hr
- Demma-Novak Wealth ManagementDaytonHourly $300/hr
- Derenzo Advisors LLCDaytonHourly $350/hr
- Ridge and Republic FinancialDaytonHourly $400/hr, Flat $500-$5,000
More planners in Ohio that publish fees
- FirstTen FinancialWestervilleFlat $500-$6,000, Quarterly $500-$1,500/qtr
- MEV Value LLCHudsonHourly $200-$500/hr
- The Freedom Experience, Inc.FletcherAnnual $10,000-$36,000/yr
- Finance 180ColumbusFlat $400-$4,000
- Deem Asset ManagementUniontownHourly $125/hr
- Ethos Financial PlanningClevelandFlat $2,000-$10,000, Monthly $2,000-$4,000/mo
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.