PlannerFees

Gianola Financial Planning, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 20, 2026, Gianola Financial Planning, LLC charges a flat or project fee of $1,500 and an annual fee of $3,500 for financial planning.

Published fees

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

Flat or project fee
$1,500
“The fixed fee for this service is $1,500.”
Annual fee
$3,500/yr
“The minimum initial fee for full retainer clients is $3,500.”

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

How Gianola Financial Planning, LLC bills

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

  • “In the event of termination of services, we will prorate any partial year fee based upon the amount of time services are provided and refund any unearned fee to the client as determined at the sole discretion of GFP.”
  • “Any unused portion of fees collected in advance will be refunded within 30 days.”

How Gianola Financial Planning, LLC’s fees compare

  • Its flat or project fee of $1,500 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • Its annual fee of $3,500 is below the Ohio median of $5,000. 32% of the 79 other Ohio planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Gianola Financial Planning, LLC

“Jill Gianola and Sana Haque are members of ACP (the Alliance of Comprehensive Planners), a non-profit network of fee-only financial planners who provide comprehensive planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2001 (25 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Employees
6
Services reported to regulators
Financial planning and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
121365
Website
gianolafinancial.com (opens in new tab)
Phone
(614) 340-0770

Can advise clients in 2 states: Florida, Ohio

Other planners in Worthington that publish fees

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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.