OnCenter Financial Advisors LLC fees
Financial planner in Beachwood, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, OnCenter Financial Advisors LLC (Beachwood, OH) charges up to $450 an hour for financial planning.
- Website: oncenterfinancial.com (opens in new tab)
- Call (216) 296-7373
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change.
- Hourly rate
- Up to $450/hr
Can go up to $450; the Ohio median is $250.
“OnCenter offers financial planning services at an hourly rate up to $450 per hour or on a fixed fee basis, which may be negotiable depending on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How OnCenter Financial Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in arrears, at the end of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Retirement plan advisory fees are billed in arrears, at the end of each calendar quarter, pursuant to the terms of the retirement plan advisory agreement.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 28
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $54.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 18, 2026
- CRD number
- 168013 (opens in new tab)
- Phone
- (216) 296-7373
More planners in Ohio that publish fees
- Kovalcik & Geraghty Wealth Partners LLPUpper ArlingtonHourly $425/hr, Flat $2,500-$10,000
- Demland Wealth LLCDefianceHourly $200/hr, Annual $12,000/yr
- Kelda Wealth Management LLCCuyahoga FallsFlat $2,000-$5,000
- Right Investment Team LLCAvonFlat $200-$1,000
- Arch City FinancialGrove CityHourly $175-$350/hr, Flat $500-$20,000
- Huff Wealth Management LLCJohnstownFlat $1,000-$5,000
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.