Family Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,500⁠-⁠$25,000/yr

“Open Retainer Initial Year: $2,500 - $25,000 Open Retainer Renewal Years: $2,500 - $25,000 Financial Review: $2,000 - $4,000 Page 6 Project (Limited) Retainer:”

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

How Family Financial Planning, LLC bills

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

• “In Advisor’s sole discretion, fees may be paid with one-half due at the beginning of the engagement and the remainder upon completion.”
• “In no event will Advisor collect more than $500.00 more than six months in advance from any client.”
• “In the initial year, open retainer fees are due 25 percent upon the execution of the service agreement, with the remainder payable quarterly, in advance.”

How Family Financial Planning, LLC’s fees compare

• Its annual fee of $2,500-$25,000 spans the Ohio median of $5,000. 73% of the 79 other Ohio planners that publish an annual fee charge less.

About Family Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

Clients

115

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$41,104,884

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139716

Phone

(330) 638-1041

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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