Moy Investment Management, LLC fees and pricing
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Moy Investment Management, LLC charges $100-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Services are offered based on an hourly fee ranging between $100 to $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Moy Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the quarter.”
- “For the initial quarter of investment management services, the first quarter's fees shall be calculated on a pro-rata basis.”
- “Clients may elect to be billed directly or have fees deducted from Plan Assets.”
How Moy Investment Management, LLC’s fees compare
- Its hourly rate of $100-$300 spans the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
- 5 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
About Moy Investment Management, LLC
“Including a strategy for accumulating the required retirement capital and its planned lifetime distribution. • Comprehensive risk management plan: Identify all risk exposures and provide the necessary coverage to protect the family and its assets against financial loss.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 31
- Employees
- 1
- 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, and pension consulting
- Assets managed
- $81,350,156
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150924
- Phone
- (513) 247-6102
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
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.