Northavenue LLC fees and pricing
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 9, 2026, Northavenue LLC charges an annual fee of $3,600-$70,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,600-$70,000/yr
“The Firm generally charges an annual fixed fee between $3,600 to $70,000 (“Renewal Fee”).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Northavenue LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are charged on a quarterly basis in advance.”
- “The fee for the initial quarter of service pursuant to an Inclusive Engagement is payable upon execution of the Advisory Agreement.”
- “Alternatively, Inclusive Engagement clients may elect to have NorthAvenue send a separate invoice for direct payment.”
How Northavenue LLC’s fees compare
- Its annual fee of $3,600-$70,000 spans the Ohio median of $5,000. 96% of the 79 other Ohio planners that publish an annual fee charge less.
- 7 of the 7 other planners in Columbus that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Northavenue LLC
“NorthAvenue offers financial planning and investment management services. Clients can engage the Firm to provide both financial planning and investment management services as part of an on-going, fixed fee engagement (“Inclusive Engagement”).”
- Firm size: 9 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 138
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $204,847,307
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297300
- Phone
- (614) 210-3948
Can advise clients in 5 states: Louisiana, Ohio, Texas, Utah, Virginia
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
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.