Meritum Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“The range of hourly fees for Investment Research and/or Finanical Planning is $250 - $350 per hour, with the maximum for individual client services is $350 per hour.”

Flat or project fee

$100⁠-⁠$1,500

“The negotiated fixed rate for creating client financial plans for individual clients is between $100 and $1,500.”

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

How Meritum Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of MWML’s fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Meritum Wealth Management LLC’s fees compare

• Its hourly rate of $250-$350 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 9 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $100-$1,500 is below the Ohio median of $3,250. 11% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Meritum Wealth Management LLC

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Tax 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

0.95% a year

Clients

69

Employees

3

Works with

Individuals and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$13,549,491

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321634

Website

meritumwealth.com (opens in new tab)

Phone

(513) 615-7421

Can advise clients in 3 states: Florida, Kentucky, Ohio

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

Compare all 76 planners in Cincinnati