Hda Wealth Management, LLC fees and pricing

Financial planner in Poland, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 10, 2026, Hda Wealth Management, LLC charges $60 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $60/hr; “HDAWM Wealth Management on-boarding fee is $60 per hour.”

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

“Clients may terminate the agreement without penalty for a full refund of HDAWM's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of HDAWM's fees within five business days of signing the Investment Advisory Contract.”
“Fee is paid daily and in arrears. 5 Payment of Pension Consulting Fees Asset-based pension consulting fees are withdrawn directly from the client's accounts with client's written authorization on a quarterly basis.”

Its hourly rate of $60 is below the Ohio median of $250. None of the 219 other Ohio planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 540
Employees: 2
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $159,131,344
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 317346
Website: hdawealth.com (opens in new tab)
Phone: (330) 980-0741

Can advise clients in 5 states: Florida, Nebraska, Ohio, Pennsylvania, Texas

Is something on this page wrong or out of date?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