Flegal Financial Planning fees and pricing
Financial planner in Berea, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Flegal Financial Planning charges $250 an hour, a flat or project fee of $1,000-$15,000, and an annual fee of $1,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $1,000-$15,000
“Fixed fee rates range between $1,000 to $15,000.”
- Annual fee
- $1,000-$30,000/yr
“We may charge an annual fee of $1,000 - $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flegal Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly or quarterly, in arrears.”
How Flegal Financial Planning’s fees compare
- Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$15,000 spans the Ohio median of $3,250. 84% of the 199 other Ohio planners that publish a flat or project fee charge less.
- Its annual fee of $1,000-$30,000 spans the Ohio median of $5,000. 77% of the 79 other Ohio planners that publish an annual fee charge less.
About Flegal Financial Planning
“We offer Comprehensive Wealth Management, Investment Management, Financial Planning and Tax Preparation Services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College 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
- 1% a year
- Clients
- 16
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $14,324,698
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332810
- Phone
- (440) 472-1240
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.