Intera Financial Planners LLC fees and pricing
Financial planner in Avon Lake, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Intera Financial Planners LLC charges $350 an hour and an annual fee of $7,500-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Limited scope advisement is available on an hourly basis at $350/hour.”
- Annual fee
- $7,500-$50,000/yr
“Stand-Alone Financial Planning services are provided on a flat annual fee basis with fees ranging from $7,500 - $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Intera Financial Planners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will promptly refund any prepaid but unearned fees at termination and any fees that have been earned but not yet paid by the client will be due and payable.”
- “In no event will we collect from any client more than $500.00 more than six months in advance in return for investment advice.”
- “Fees are calculated annually (or when warranted by a change in client circumstances) and payable quarterly in advance.”
How Intera Financial Planners LLC’s fees compare
- Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its annual fee of $7,500-$50,000 is above the Ohio median of $5,000. 94% of the 79 other Ohio planners that publish an annual fee charge less.
About Intera Financial Planners LLC
“Intera Financial Planners LLC. (“IFP,” “Advisor,” “we,” “us,” “our,” etc.) is a fee-only financial planning firm that specializes in providing comprehensive financial planning and investment advisory services to individuals and families.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
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
- 2% a year
- Clients
- 17
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $24,392,435
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321627
- Phone
- (440) 933-9225
Other planners in Avon Lake that publish fees
- Ville Wealth ManagementAvon Lake$10,000
- 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
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.