Partners Investment Services, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$500/hr

“Generally, $100 per hour, however, depending upon the complexity and external costs consulting fees can range from $50 to $500 per hour.”

Quarterly fee

$200/qtr

“Minimum quarterly fee is $200.00 Fees are payable quarterly.”

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

How Partners Investment Services, Inc bills

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

• “Refunds are prorated based on when service is terminated, subject to the 30 day notice requirement.”
• “Fees are generally paid in advance and are not negotiable.”
• “Fees are NOT deducted from clients’ accounts; they are billed in the beginning of each engagement.”

How Partners Investment Services, Inc’s fees compare

• Its hourly rate of $50-$500 spans the Ohio median of $250. 59% of the 219 other Ohio planners that publish an hourly rate charge less.

About Partners Investment Services, Inc

• Principal: William K. McCarthy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate 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

0.25% a year

Minimum

$200 minimum fee (stated in brochure)

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

119709

Website

billmccarthyandassociates.com (opens in new tab)

Phone

(330) 656-5580

Can advise clients in 2 states: Florida, Ohio

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

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