F2 Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$4,000

“Fees for financial planning only engagements typically range from $2,500 - $4,000 in year one and $625 per quarter for services in year 2 and beyond.”

Quarterly fee

$625/qtr

“The $625 per quarter fee is per relationship for financial planning services.”

Annual fee

$25,000/yr

“Client relationships that exceed $4,500,000 in value are eligible for an annual flat fee rate of $25,000.”

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

How F2 Wealth bills

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

• “Our fees are negotiable under certain circumstances.”
• “Fees are paid in advance based on the value of Client’s account(s) as of the last day of the billing period.”
• “This fee will be billed quarterly in advance.”

How F2 Wealth’s fees compare

• Its flat or project fee of $2,500-$4,000 spans the Ohio median of $3,250. 50% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 16 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
• 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.
• 7 of the 9 other planners in Cincinnati that publish an annual fee charge less.

About F2 Wealth

• Principal: Eric Ross
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

0.5% a year

Clients

45

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$20,308,289

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323559

Website

f2wealth.com (opens in new tab)

Phone

(513) 278-8064

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

Compare all 76 planners in Cincinnati