Huff Wealth Management LLC fees and pricing
Financial planner in Johnstown, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 4, 2026, Huff Wealth Management LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“In this case, at the discretion of the Advisor, a fixed fee may be charged for wealth planning services that could range from $1,000 to $5,000 per plan as negotiated and contracted with the client in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Huff Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For new accounts, the fee will be prorated from inception of the account to the end of the quarter.”
- “In some cases, fees may be invoiced and paid directly by the client, and not charged to the investment account.”
- “Fixed fee-based clients are billed upon delivery of the planning service to the client.”
How Huff Wealth Management LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Huff Wealth Management LLC
“Huff Wealth Management will provide a copy of the Code of Ethics to any client or prospective client upon request.”
- Firm size: 2 employees.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- 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
- 1% a year
- Clients
- 43
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $41,005,176
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157602
- Phone
- (614) 216-6139
Other planners in Ohio that publish fees
- 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
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.