Innerworks Wealth Management fees and pricing
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Innerworks Wealth Management 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 March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“Fixed fee rates range from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Innerworks Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Innerworks Wealth Management’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.
- 12 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
About Innerworks Wealth Management
- Principal: Jessica Tucker
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340243
- Phone
- (404) 234-0400
Other planners in Cincinnati that publish fees
- 1TaxfinancialCincinnati$300/hr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Ajd WealthCincinnati$500/hr, $30,000
- Benchmark Wealth ManagementCincinnati$500-$50,000/yr
- Crew Capital Management, LTD.Cincinnati$10,000-$25,000/yr
- Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500-$10,000
Is something on this page wrong or out of date?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.