FC Wealth Solutions LLC fees
Financial planner in Westerville, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 14, 2026, FC Wealth Solutions LLC (Westerville, OH) charges a flat or project fee of $1,000-$5,000 for financial planning.
- Website: fcwealthsolutions.com (opens in new tab)
- Call (614) 212-1015
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change.
- Flat or project fee
- $1,000-
$5,000 Runs from below the Ohio median of $3,625 to above it.
“The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
- Registered since
- 2017 (9 years)
How FC Wealth Solutions LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of FCWS's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of FCWS’s fees, within five business days of signing the Financial Planning Agreement.”
About FC Wealth Solutions LLC
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 148
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $101 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 14, 2026
- CRD number
- 286381 (opens in new tab)
- Phone
- (614) 212-1015
Other planners in Westerville that publish fees
- Accountable Financial Planning LLCWestervilleHourly from $200/hr, Annual $2,500/yr
- FirstTen FinancialWestervilleFlat $500-$6,000, Quarterly $500-$1,500/qtr
- Shaffer CapitalWestervilleFlat from $500
- Young Financial Planning LLCWestervilleHourly $300/hr
More planners in Ohio that publish fees
- Hamilton CapitalColumbusFlat $2,500
- Stage Ready Financial PlanningOakwoodMonthly $495-$1,000/mo
- Virgil Wealth AdvisoryCincinnatiFlat $1,500
- Truly Prosper Financial Planning LLCDublinHourly $300/hr, Flat $2,000-$5,000
- Kelda Wealth Management LLCCuyahoga FallsFlat $2,000-$5,000
- 1TaxfinancialCincinnatiHourly $300/hr
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.