Fort Henry Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“Registrant’s planning and consulting fees are non-negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and from $150 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Fort Henry Capital, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients monthly in arrears, based upon the market value of the assets the last business day of the previous month.”
• “The Registrant’s annual investment advisory fee shall be prorated and paid monthly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”

How Fort Henry Capital, LLC’s fees compare

• Its hourly rate of $150-$400 spans the West Virginia median of $250. 71% of the 7 other West Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the West Virginia median of $4,525. 29% of the 7 other West Virginia planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Wheeling that publish a flat or project fee charge less.

About Fort Henry Capital, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

Minimum

No minimum stated in brochure

Clients

466

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$278,481,087

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168695

Website

forthenrycapital.com (opens in new tab)

Phone

(304) 232-0422

Can advise clients in 5 states: North Carolina, Nebraska, Ohio, Pennsylvania, West Virginia

Other planners in Wheeling that publish fees

• Anthony Investment Management, LLCWheeling$100⁠-⁠$10,000
• Felton Wealth, LLCWheeling$500
• Mckinley Carter Wealth Services, Inc.Wheeling$50⁠-⁠$500/hr, $1,000⁠-⁠$20,000
• Freedom Financial Advisors, LLCSouth Charleston$200⁠-⁠$3,000
• Global Freedom Financial LLCSouth Charleston$250/hr, $1,000⁠-⁠$12,000
• Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr

Compare all 5 planners in Wheeling