Finance 180 fees and pricing
Financial planner in Columbus, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 14, 2026, Finance 180 charges a flat or project fee of $400-$4,000 and a quarterly fee of $3,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $400-$4,000
“The fixed fee can range between $400 and $4,000.”
- Quarterly fee
- $3,750/qtr
“For a household whose total AUM is $2,000,000 for multiple accounts, the calculated quarterly fee of $3,750 will be debited on a proportional basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Finance 180 bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
- “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, Finance 180 will not bill an amount above $500.00 more than 6 months in advance.”
How Finance 180’s fees compare
- Its flat or project fee of $400-$4,000 spans the Ohio median of $3,250. 32% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 5 of the 18 other planners in Columbus that publish a flat or project fee charge less.
About Finance 180
- Principal: Eric Laub
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
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
- 1% a year
- Clients
- 16
- 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
- $1,666,391
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289453
- Phone
- (614) 859-2080
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
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.