Fairpoint Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$250/hr

“Financial Planning fee is an hourly rate of $200-$250 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“The fixed fee can range between $500 and $10,000 based on complexity and needs of the client.”

Monthly fee

$100⁠-⁠$600/mo

“At the beginning of the engagement, an estimate of the number of hours needed to complete the service will be provided to the client, and notated on the financial planning agreement. 7 Comprehensive Financial Planning consists of an upfront charge between $0-$4,000 and an ongoing fee that is paid monthly, in…”

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

How Fairpoint Wealth Management, LLC bills

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

• “Annual fees are pro-rated, paid in advance on a monthly basis using ending balances and a blended tier schedule.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check, ach or credit card.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of days remaining in the billing period.”

How Fairpoint Wealth Management, LLC’s fees compare

• Its hourly rate of $200-$250 is below the Ohio median of $250. 36% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Ohio median of $3,250. 66% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Fairpoint Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,161,959

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289100

Website

fairpointwealth.com (opens in new tab)

Phone

(216) 272-0514

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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