Fiduciary Wealth Group, LLC fees and pricing

Financial planner in Centerville, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 3, 2026, Fiduciary Wealth Group, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “We also offer financial consulting services where we charge a maximum hourly rate of $350 payable upon completion of services rendered.”

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

“Our annual wealth management fee is billed and payable quarterly in advance.”
“If the agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”
“Our advisory fee is negotiable, depending on individual client circumstances.”

Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
2 of the 4 other planners in Centerville that publish an hourly rate charge less.

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: 1.25% a year
Clients: 221
Employees: 3
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
Assets managed: $177,999,104
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299711
Website: fiduciarywealthgroup.com (opens in new tab)
Phone: (855) 560-7171

Is something on this page wrong or out of date?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