Moment Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial Planning fee is an hourly rate of $150 per hour.”

Flat or project fee

$500⁠-⁠$3,000

“Since fees are paid in arrears, no rebate will be needed upon termination of the account. 9 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge in the range of $500 - $3,000 and an ongoing fee that is paid monthly, in advance, at a rate between $125 - $300 per month.”

Monthly fee

$125⁠-⁠$300/mo

From the same sentence as above.

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

How Moment Financial Planning bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “The fee may be negotiable in certain cases.”
• “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”

How Moment Financial Planning’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 $500-$3,000 is below the Ohio median of $3,250. 25% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Moment Financial Planning

• Principal: Eric Potts
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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

0.75% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285798

Phone

(740) 500-4775

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

Compare all 564 planners in Ohio