Fein Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“Basic Fee Schedule: $125/hour; or $600-$3,500 per comprehensive plan.”

Flat or project fee

$600⁠-⁠$3,500

From the same sentence as above.

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

How Fein Advisors bills

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

• “Fees are payable after completion of the service.”
• “If service is cancelled, fees are prorated based on work completed.”
• “Fees paid to Fein Advisors for advice on selection of investments (including ETF's and mutual funds) are on a flat fee basis agreed in advance of service.”

How Fein Advisors’ fees compare

• Its hourly rate of $125 is below the Ohio median of $250. 5% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $600-$3,500 spans the Ohio median of $3,250. 31% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 10 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Fein Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130002

Website

feinadvisors.com (opens in new tab)

Phone

(513) 231-4268

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