Freewood Private Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“FreeWood offers financial planning services on an hourly basis ranging from $150 to $300 per hour.”

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

How Freewood Private Wealth Management, LLC bills

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

• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable depending on the size and complexity of the Plan.”

How Freewood Private Wealth Management, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Ohio median of $250. 36% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 2 other planners in Powell that publish an hourly rate charge less.

About Freewood Private Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

131

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$61,777,351

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286173

Website

freewoodwealth.com (opens in new tab)

Phone

(614) 753-6200

Other planners in Powell that publish fees

• Schuler Wealth Planning LLCPowell$400/hr, $1,500⁠-⁠$6,500
• Shuttleworth & CompanyPowell$500⁠-⁠$1,000/yr
• Tenacity Private WealthPowell$250/hr, $5,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 7 planners in Powell