Ethos Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“Fixed fee rates range from $2,000 to $10,000.”

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

How Ethos Financial Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears, ranging from $2,000 to $4,000.”

How Ethos Financial Planning’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the Ohio median of $3,250. 74% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Cleveland that publish a flat or project fee charge less.

About Ethos Financial Planning

• Principal: Thomas Windom
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$7,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333162

Website

ethosfinancialplan.com (opens in new tab)

Phone

(440) 523-9277

Other planners in Cleveland that publish fees

• Anfield Wealth ManagementCleveland$500, $200/mo
• Beacon Financial Advisory LLCCleveland$250⁠-⁠$20,000
• Cleveland Wealth, LLCCleveland$1,200⁠-⁠$10,000
• Family Financial Services, LLCCleveland$50⁠-⁠$250/hr
• Firefly Wealth ManagementCleveland$5,000
• Intentional Wealth PartnersCleveland$400/hr, $2,500⁠-⁠$10,000

Compare all 15 planners in Cleveland