Financial Legacy Builders fees and pricing
Financial planner in Fairborn, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 31, 2026, Financial Legacy Builders charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Financial Consulting Services FLB charges an hourly fee of $100 for Financial Consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Legacy Builders bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The annual advisory fee is paid monthly or quarterly in advance or arrears based on the value of Client’s account(s) as of the last day of the previous billing period.”
- “When using certain Outside Managers, fees are payable quarterly in arrears based on the Client 8 average daily value of assets managed and serviced within the portfolio management system for the total number of days in the calculation period.”
How Financial Legacy Builders’ fees compare
- Its hourly rate of $100 is below the Ohio median of $250. 2% of the 219 other Ohio planners that publish an hourly rate charge less.
About Financial Legacy Builders
- Principal: Steven Crane
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 2.4% a year
- Clients
- 1
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336752
- Phone
- (513) 806-2692
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.