George Financial Services fees and pricing

Financial planner in Canton, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, George Financial Services charges $25⁠-⁠$100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $25⁠-⁠$100/hr; “The negotiated hourly fee for these services is between $25 and $100.”

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

“These fees are generally negotiable, and the final fee schedule will be included in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of GFS's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of GFS's fees within five business days of signing the Investment Advisory Contract.”

Its hourly rate of $25-$100 is below the Ohio median of $250. 1% of the 219 other Ohio planners that publish an hourly rate charge less.
None of the 2 other planners in Canton that publish an hourly rate charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 175
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
Assets managed: $20,023,744
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 319091
Website: instagram.com/george_financial_services (opens in new tab)
Phone: (330) 452-8476

Is something on this page wrong or out of date?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.