Kelda Wealth Management LLC fees
Financial planner in Cuyahoga Falls, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 16, 2026, Kelda Wealth Management LLC (Cuyahoga Falls, OH) charges a flat or project fee of $2,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 16, 2026. Fees can change.
- Flat or project fee
- $2,000-
$5,000 Runs from below the Ohio median of $3,625 to above it.
“The fixed fee can range between $2,000.00 and $5,000.00.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Kelda Wealth Management LLC 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.”
- “Clients may also pay by electronic funds transfer (EFT) or check.”
About Kelda Wealth Management LLC
- Principal: Ryan Bennett
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 16, 2026
- CRD number
- 340241 (opens in new tab)
- Phone
- (440) 539-2807
Other planners in Cuyahoga Falls that publish fees
- DBK Financial Counsel, LLCCuyahoga FallsHourly $295/hr
More planners in Ohio that publish fees
- Blake Schutter Theil Wealth Advisors, LLCDaytonHourly $150-$250/hr
- Gateway FinancialNorthfieldHourly $500/hr, Flat $500-$30,000
- Alaminos Wealth PlanningDublinHourly $300/hr, Flat $1,500-$6,000
- Access Wealth Group, LLCDublinHourly $150-$400/hr
- Seven Hills Capital AdvisorsCincinnatiHourly $175/hr, Flat $300-$1,250
- Central Point Wealth Management LLCBeavercreek TownshipHourly $100/hr, Annual $1,250-$2,500/yr
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.