Dorsey Groomes Wealth Management fees and pricing

Published fees

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

Hourly rate

$200/hr

“Charges for hourly planning engagements are $200 per hour.”

Flat or project fee

$250

“Clients may terminate the agreement without penalty with 30 days' written notice. 3 Financial Planning Services The fee for a comprehensive financial plan is fixed, generally from a minimum of $250 to a maximum of $1,000.”

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

How Dorsey Groomes Wealth Management bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in arrears, pursuant to the terms of the investment advisory agreement.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Fees are due upon delivery of the completed plan report.”

How Dorsey Groomes Wealth Management’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the Ohio median of $3,250. None of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Dorsey Groomes Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

3

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$1,105,549

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333086

Website

dorseygroomeswm.com (opens in new tab)

Phone

(614) 300-0549

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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