Family Financial Services, LLC fees and pricing

Financial planner in Cleveland, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 5, 2026, Family Financial Services, LLC charges $50⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50⁠-⁠$250/hr; “The negotiated hourly fee for these services is between $50 and $250.”

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

“Clients may terminate the agreement without penalty for a full refund of FFSL’s fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of FFSL’s fees within five business days of signing the Financial Planning Agreement.”
“Fees are charged in arrears upon completion.”

Its hourly rate of $50-$250 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 58
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $98,063,311
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 171532
Phone: (440) 339-4559

Is something on this page wrong or out of date?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.