Dunphy Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$150/hr

“Financial Planning, Tax and/or Investment Consulting for Hourly Fees $75.00 - $150.00 per hour dependent on one or more of the following:”

Flat or project fee

$250⁠-⁠$1,850

“Investment Management Service Fee Arrangement Fee for Employer Simple IRA Plan Maintenance $395.00 billed annually to client (waived when participant’s aggregated assets exceed $250,000.) Fee for Non-Schwab Retirement Account Management $295.00 billed annually to client (waived if client has assets under management…”

Monthly fee

$850/mo

“Fees for Institutional Intelligent Portfolios - for duration of account @ Schwab .60 Percent Annual Maximum Annual Investment Management Fees for IIP Portfolios $10,200 ($850 per month) Note:”

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

How Dunphy Wealth Management, Inc. bills

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

• “Page 3 of 14 (.0005 per mo.) How DWM Receives Monthly and Quarterly Fee Payments Schwab Advisor Services fees to DWM are pro-rated in advance, assessed quarterly and negotiable per the fee schedule outlined above.”
• “Accounts under a certain dollar amount may be annually invoiced.”
• “Upon termination, pro-rated refunds are issued to Client for all unused time that has been paid for in advance.”

How Dunphy Wealth Management, Inc.’s fees compare

• Its hourly rate of $75-$150 is below the Ohio median of $250. 5% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $250-$1,850 is below the Ohio median of $3,250. 16% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 5 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Dunphy Wealth Management, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 1996 (30 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

46

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,486,083

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128622

Website

dunphywm.com (opens in new tab)

Phone

(513) 232-6333

Can advise clients in 2 states: Kentucky, Ohio

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• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

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