Pennant Wealth Management LLC fees
Financial planner in Avon, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Pennant Wealth Management LLC (Avon, OH) charges $300 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Ohio median of $250; 56% of the 118 other planners in Ohio that publish an hourly rate charge less.
“Our hourly rate is $300.”
- Flat or project fee
- $1,500-
$10,000 Runs from below the Ohio median of $3,625 to above it.
“Fixed fee rates range between $1,500 to $10,000.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Pennant Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Pennant Wealth Management LLC
- Principal: Robert Pearce
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 23
- 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, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $3.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 10, 2026
- CRD number
- 331948 (opens in new tab)
- Phone
- (440) 306-3837
Registered in 2 states: California, Ohio
Other planners in Avon that publish fees
- Landing Point Financial GroupAvonFlat up to $50,000
- Right Investment Team LLCAvonFlat $200-$1,000
More planners in Ohio that publish fees
- Cochran Wealth Management LLCMartinsvilleHourly $150-$400/hr, Flat $1,000-$10,000
- Queen City Capital Management, LLCCincinnatiAnnual $5,000/yr
- Tayyib Investments LLCToledoHourly $90-$160/hr
- Philipp Capital AdvisorsShaker HeightsHourly $400/hr, Monthly $250-$833/mo
- Quiet Wealth ManagementCincinnatiHourly $450/hr
- Zimmerman Capital ManagementSalemHourly $250/hr
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.