Duke Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“The typical rate is $125 per hour.”

Flat or project fee

$400

“Comprehensive Personal and Business Plans are charged at a fixed rate of $400-1000 based on the complexity of the plan.”

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

How Duke Financial Services bills

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

• “The fee (one fourth of annual fee) is payable quarterly in arrears, based on end of period pro-rata.”

How Duke Financial Services’ fees compare

• Its hourly rate of $125 is below the Ohio median of $250. 5% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $400 is below the Ohio median of $3,250. 3% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Duke Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 years).

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

Clients

63

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,626,622

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

133024

Phone

(513) 894-6300

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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