Fourth Dimension Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“If the client decides to cancel the preparation of their personal financial plan prior to its completion, then the fee for Personal Financial Planning Services will be calculated on an "hours actually worked" basis using a fee rate of $200 per hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“Fees for a personal financial plan are usually in the range of $2,500 - $5,000 and average approximately $4,000 but may be higher or lower depending on the complexity of the analysis and recommendations required or requested by the client.”

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

How Fourth Dimension Wealth, LLC bills

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

• “Fees for Personal Financial Planning Services Personal Financial Planning Services are usually billed on a fixed-fee basis that is mutually agreed on by the client and FDW prior to the commencement of work.”
• “At the discretion of FDW, a deposit for Personal Financial Planning Services may be requested prior to the commencement of work, with the balance due upon completion and delivery of the personal financial plan to the client.”
• “The fee for discrete Personal Financial Planning Services will be billed at a rate of $200 per hour.”

How Fourth Dimension Wealth, LLC’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Ohio median of $3,250. 56% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Fourth Dimension Wealth, LLC

• Firm size: 15 employees.
• Registered as an adviser: 2023 (3 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

2.5% a year

Clients

624

Employees

15

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$356,442,552

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306703

Website

cleargoalfinancial.com (opens in new tab)

Phone

(440) 664-4045

Can advise clients in 10 states: California, Florida, Illinois, Michigan, North Carolina, Ohio, South Carolina, Texas, Virginia, West Virginia

Other planners in Middleburg Heights that publish fees

• Fidato Wealth LLCMiddleburg Heights$5,000/yr
• Skybox Financial Group LLCMiddleburg Heights$250/hr, $500
• 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

Compare all 5 planners in Middleburg Heights