Enza Financial, LLC fees and pricing
Financial planner in Independence, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Enza Financial, LLC charges an annual fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $25,000/yr
“The maximum annual fee we may charge for this service is $25,000, depending on the size of the client and services provided to that client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Enza Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Clients will be provided with a copy of the chosen Third-Party Manager’s Form ADV Part 2A Brochure and other disclosure documents detailing exactly how fees are billed and calculated and are encouraged to carefully review those documents.”
How Enza Financial, LLC’s fees compare
- Its annual fee of $25,000 is above the Ohio median of $5,000. 89% of the 79 other Ohio planners that publish an annual fee charge less.
About Enza Financial, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 198
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $191,160,236
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315827
- Phone
- (216) 236-0700
Can advise clients in 4 states: Louisiana, Nebraska, Ohio, Texas
Other planners in Independence that publish fees
- Prasad Wealth PartnersIndependence$500-$25,000
- Spinnaker Financial Group, LLCIndependence$200/hr, $10,000
- Strategic Wealth Partners, LTD.Independence$500/hr, $3,000
- Tempo WealthIndependence$1,000-$3,000
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.