Financial Freedom fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Initial comprehensive financial planning fees are based on an hourly fee basis of $150 per planner hour.”

Flat or project fee

$3,000⁠-⁠$4,500

“Generally, a comprehensive financial plan will require 20-30 hours ($3,000 - $4,500).”

Annual fee

$8,000⁠-⁠$25,000/yr

“Annual retainers generally range from $8,000 - $25,000 per year depending on the needs of each client.”

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

How Financial Freedom bills

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

• “All fees payable to Financial Freedom, LLC are discussed and agreed upon in advance and are documented as part of a Client Agreement.”
• “Fees are primarily based on hourly effort and are negotiable.”
• “All fees are documented in advance and in writing as part of a Client Agreement. 5 On-Going Wealth Management Fees A.”

How Financial Freedom’s fees compare

• Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
• 2 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$4,500 spans the Ohio median of $3,250. 56% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 17 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
• Its annual fee of $8,000-$25,000 is above the Ohio median of $5,000. 80% of the 79 other Ohio planners that publish an annual fee charge less.
• 5 of the 9 other planners in Cincinnati that publish an annual fee charge less.

About Financial Freedom

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2005 (21 years).

Firm details from Form ADV

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% a year

Clients

114

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$443,203,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118772

Website

finfreeohio.com (opens in new tab)

Phone

(513) 697-6400

Can advise clients in 6 states: Florida, Maine, New Hampshire, New York, Ohio, Pennsylvania

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