Labrador Investments, LLC fees and pricing
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 7, 2026, Labrador Investments, LLC charges $150 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“As a percentage of assets under management (For providing ongoing, continuous investment management of client assets) Fees based on an hourly rate of $150/hour (For our One Time and Periodic service, and for extraordinary services that are over and above our normal investment advisory service that includes ongoing,…”
- Flat or project fee
- $500
“Fees may be billed in advance for fixed fee services and hourly-fee services, but no more than $500 and no more than 6 months in advance of the service being rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Labrador Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly, after the service is rendered, for ongoing, continuous investment advice.”
- “Fees for these services are billed monthly and are based on the assets under management on the last day of each period.”
- “Clients who pay fixed fees or hourly rates may be charged an up-front deposit prior to the service being rendered, but no more than $500 and no more than 6 months in advance.”
How Labrador Investments, LLC’s fees compare
- Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
- 2 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.
- None of the 26 other planners in Cincinnati that publish a flat or project fee charge less.
About Labrador Investments, LLC
“We also provide financial planning services. Eisthen, CFA, CPA) and formed primarily to provide continuous discretionary investment management services to individuals, individual retirement accounts, and trusts.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 1.1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 61
- 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
- $32,432,301
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119733
- Phone
- (513) 235-9399
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.