Harding Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Fees are billed at $500 per hour and are typically billed ½ of estimated time commitment upon initiation of agreement with the remainder upon completion of the engagement.”

Flat or project fee

$3,500⁠-⁠$7,000

“Comprehensive Financial planning typically range in cost from $3,500 to $7,000.”

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

How Harding Financial Group bills

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

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
• “If a client determines they are unhappy with our services; a written request for a refund of fees and a transfer of your account(s) must be complete within 30 days following the one-year anniversary of advisory contract.”

How Harding Financial Group’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Westerville that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$7,000 is above the Ohio median of $3,250. 66% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Harding Financial Group

• Firm size: 6 employees.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Retirement 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

Clients

93

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$160,230,435

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

135731

Website

linkedin.com/company/harding-financial-group (opens in new tab)

Phone

(614) 515-4722

Can advise clients in 4 states: Florida, Ohio, Tennessee, Texas

Other planners in Westerville that publish fees

• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Peters Wealth GroupWesterville$500/hr, $10,000/yr
• Shaffer CapitalWesterville$300/hr, $500
• Wealthbridge Capital Management, LLCWesterville$300/hr, $3,000/yr
• Young Financial Planning LLCWesterville$300/hr

Compare all 13 planners in Westerville