Leclair Wealth Partners fees and pricing

Published fees

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

Flat or project fee

$5,000⁠-⁠$250,000

“Clients that are receiving financial planning and consulting services only are charged a fixed fee ranging from $5,000 to $250,000, depending upon the complexity of a client’s plan and services provided.”

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

How Leclair Wealth Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “When a client’s account is opened, the investment management services fee is billed for the remainder of the current quarterly billing period and is based on the client’s initial contribution to the client account.”
• “For financial planning services that are completed upon the delivery of the financial plan to the client, the fixed fee can be charged in quarterly installments, or otherwise in full upon delivery of the completed financial plan.”
• “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”

How Leclair Wealth Partners’ fees compare

• Its flat or project fee of $5,000-$250,000 is above the Ohio median of $3,250. 100% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 14 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Leclair Wealth Partners

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

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

1.5% a year

Clients

152

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$362,976,084

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332827

Website

leclairwealthpartners.com (opens in new tab)

Phone

(888) 277-5704

Can advise clients in 5 states: Florida, Michigan, New York, Ohio, Texas

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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