FirstTen Financial fees
Financial planner in Westerville, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 20, 2026, FirstTen Financial (Westerville, OH) charges a flat or project fee of $500-$6,000 and a quarterly fee of $500-$1,500 for financial planning.
- Website: firsttenfinancial.com (opens in new tab)
- Call (614) 204-9634
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change.
- Flat or project fee
- $500-
$6,000 Runs from below the Ohio median of $3,625 to above it.
“The fixed fee can range between $500 - $6,000.”
- Quarterly fee
- $500-
$1,500/qtr “Ongoing Financial Planning consists of an upfront charge of ranging between $100 - $500 based on complexity, and an ongoing fee that is paid quarterly, in arrears, ranging from $500 - $1,500 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- ChFC®
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How FirstTen Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and quarterly planning fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 20, 2026
- CRD number
- 338807 (opens in new tab)
- Phone
- (614) 204-9634
Other planners in Westerville that publish fees
- Accountable Financial Planning LLCWestervilleHourly from $200/hr, Annual $2,500/yr
- FC Wealth Solutions LLCWestervilleFlat $1,000-$5,000
- Shaffer CapitalWestervilleFlat from $500
- Young Financial Planning LLCWestervilleHourly $300/hr
More planners in Ohio that publish fees
- Pay It Forward Financial Planning, LLCWorthingtonMonthly up to $600/mo
- Spillane Financial Planning, Inc.LebanonHourly $200/hr
- Gianola Financial Planning, LLCWorthingtonFlat $1,500, Annual from $3,500/yr
- TVM AdvisorsHollandHourly $250-$350/hr
- Selhorst Services Inc.PerrysburgFlat $1,950
- Wealth Transitions, LLCCincinnatiFlat $750-$10,000
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.