Lineweaver Wealth Advisors fees and pricing
Financial planner in Valley View, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Lineweaver Wealth Advisors charges $50-$150 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$150/hr
“Our hourly fee for consulting and project-based work ranges up to $350, and we also charge an hourly fee for work performed by our staff (administrative/Para planner) that may range from $50 to $150 an hour.”
- Flat or project fee
- $500-$2,500
“Our flat fees for consulting and project-based work typically range from $500 to $2,500, while fees for broad-based planning typically range from $2,500 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lineweaver Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In certain circumstances, and in our sole discretion, we may negotiate other fee-paying arrangements, such as monthly in advance payments.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “These fees are generally due upon completion of the services rendered, but we may negotiate other fee-paying arrangements where we receive advance payments.”
How Lineweaver Wealth Advisors’ fees compare
- Its hourly rate of $50-$150 is below the Ohio median of $250. 2% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,500 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Lineweaver Wealth Advisors
“Our principal business is to provide investment advisory and financial planning and consulting services to our clients who are typically individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.”
- Principal: James S. Lineweaver
- Firm size: 21 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement 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
- 1.85% a year
- Clients
- 2,096
- Employees
- 21
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,084,177,360
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173310
- Phone
- (216) 520-1711
Can advise clients in 12 states: California, Colorado, Florida, Georgia, Louisiana, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Texas
Other planners in Ohio that publish fees
- 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
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.