Lachance Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$800⁠-⁠$10,000

“Fixed fee rates range from $800 to $10,000 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lachance Wealth Partners 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.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Lachance Wealth Partners’ fees compare

• Its flat or project fee of $800-$10,000 spans the Ohio median of $3,250. 69% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Lachance Wealth Partners

• Principal: Steven LaChance
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners

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

1.75% a year

Clients

12

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$2,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334912

Website

bsky.app/profile/lachancewealth.bsky.social (opens in new tab)

Phone

(216) 376-3932

Other planners in Shaker Heights that publish fees

• Capital Advisors, LTD., LLCShaker Heights$200⁠-⁠$400/hr, $5,000⁠-⁠$15,000
• Philipp Capital AdvisorsShaker Heights$400/hr
• 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

Compare all 3 planners in Shaker Heights