Great Lakes Benefits and Wealth Management 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

$250/hr

“The hourly fee for these services is $250.”

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

How Great Lakes Benefits and Wealth Management bills

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

• “Fees are paid monthly in arrears, and clients may terminate their contracts with one day written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid in arrears upon completion.”

How Great Lakes Benefits and Wealth Management’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.

About Great Lakes Benefits and Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Tax 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

1.5% a year

Clients

290

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$71,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140440

Website

greatlakesbenefits.com (opens in new tab)

Phone

(419) 626-3900

Can advise clients in 2 states: Florida, Ohio

Other planners in Sandusky that publish fees

• W.a. Smith Financial GroupSandusky$1,000⁠-⁠$25,000
• 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
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

Compare all 564 planners in Ohio