Mediate Financial Investment Advisory Services, LLC fees and pricing
Financial planner in Canfield, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 11, 2026, Mediate Financial Investment Advisory Services, LLC charges $150 an hour and a flat or project fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The firm assesses an hourly rate of $150 an hour for consulting related financial planning services.”
- Flat or project fee
- $300
“The minimum hourly planning fee is $300 and a maximum fee of $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mediate Financial Investment Advisory Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees for planning services are due at the time the client signs the financial planning agreement and collected by check.”
- “The fee is due at the time the client signs the financial planning agreement and collected by check.”
- “Upon written notice of termination, unearned fees will be refunded on a prorated basis according to upon the Mediate Financial Investment Advisory Services, LLC Page 5 ADV Part 2A – 8/10/2026 number of hours worked.”
How Mediate Financial Investment Advisory Services, 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.
- Its flat or project fee of $300 is below the Ohio median of $3,250. 3% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Mediate Financial Investment Advisory Services, LLC
“The firm offers clients Financial Planning Services to evaluate their financial situation, goals and risk tolerance. The firm offers comprehensive planning services, or the client may desire advice on only certain planning components; the firm can tailor services as desired by the client.”
- Firm size: 3 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
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
- Clients
- 354
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $106,407,368
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158134
- Phone
- (330) 702-3556
Can advise clients in 4 states: Florida, Ohio, Pennsylvania, 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.