Patriot Wealth Planners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Consulting services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Financial planning services are offered based on a negotiable fixed fee between $1,000 and $5,000 dependent upon the complexity of the Client’s specific situation.”

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

How Patriot Wealth Planners LLC bills

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

• “The fee may be billed monthly or quarterly either in advance or arrears as determined by the selected TPM.”
• “The Client must consent in advance to direct debiting of their investment account.”
• “Fees for financial plans will be billed to the Client and paid directly to PWP.”

How Patriot Wealth Planners LLC’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Maumee that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Maumee that publish a flat or project fee charge less.

About Patriot Wealth Planners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328307

Website

retireairlines.com (opens in new tab)

Phone

(419) 482-8051

Can advise clients in 4 states: Florida, Louisiana, Michigan, Ohio

Other planners in Maumee that publish fees

• Atlantis Wealth Advisors LLCMaumee$125⁠-⁠$350/hr, Up to $15,000
• Munn Wealth Management, LLCMaumee$250⁠-⁠$5,000
• Tfo Wealth PartnersMaumee$150⁠-⁠$450/hr, $5,000⁠-⁠$25,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 5 planners in Maumee