Ferraro Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$7,500

“Financial planning services are offered for a fixed fee between $1,500 and $7,500 based on complexity and unique Client needs.”

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

How Ferraro Wealth Management, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period, the fees will be prorated the following billing period based on the deposits or withdrawals.”

How Ferraro Wealth Management, LLC’s fees compare

• Its flat or project fee of $1,500-$7,500 spans the Ohio median of $3,250. 60% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 9 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Ferraro Wealth Management, LLC

• Principal: Andrew Ferraro
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

93

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$105,022,225

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308015

Phone

(614) 783-1051

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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