Financial Rounds fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$100⁠-⁠$500/mo

“Fees ●​ $500 per month ($6,000/year) with $1k Onboarding ○​ ○​ ○​ ○​ Additional $100 per month for a significant other included in the plan.”

Annual fee

$6,000/yr

From the same sentence as above.

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

How Financial Rounds bills

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

• “Fees are billed in arrears, and charges will be paid quarterly by check, ACH bank drafts, credit card, or investment account.”
• “To the extent a Comprehensive Financial Planning relationship is terminated before the end of a billing period, the applicable fee shall be prorated through the date of termination with any remaining balance payable by the client upon termination.”
• “Some clients were originally set up for their fees to be paid in advance and their fee arrangement remains unchanged.”

How Financial Rounds’ fees compare

• Its annual fee of $6,000 is above the Ohio median of $5,000. 57% of the 79 other Ohio planners that publish an annual fee charge less.
• 3 of the 9 other planners in Cincinnati that publish an annual fee charge less.

About Financial Rounds

• Firm size: 8 employees.
• Registered as an adviser: 2021 (5 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

1.25% a year

Clients

188

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$211,334,500

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110384

Website

linkedin.com/company/personal-choice-financial-advisors-llc (opens in new tab)

Phone

(513) 588-8080

Can advise clients in 6 states: Florida, Kentucky, Massachusetts, New Hampshire, Ohio, Texas

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