Peters Wealth Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee is $500 per hour, payable monthly in arrears.”

Annual fee

$10,000/yr

“The maximum fixed fee is $10,000 annually payable monthly in advance.”

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

How Peters Wealth Group bills

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

• “These fees are negotiable depending on factors such as the amount of assets, range of investments, and complexity of the client’s financial circumstances, among others.”
• “Since this fee is negotiable, the exact fee paid by you will be clearly stated in the advisory agreement signed by you and Peters Wealth Group.”
• “Peters Wealth Group Form ADV Part 2A Page 7 Asset-based fees are payable monthly in arrears, based on the total value of assets on the last day of the relevant month.”

How Peters Wealth Group’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Westerville that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the Ohio median of $5,000. 67% of the 79 other Ohio planners that publish an annual fee charge less.
• 2 of the 2 other planners in Westerville that publish an annual fee charge less.

About Peters Wealth Group

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

2% a year

Clients

215

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$48,686,856

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316813

Website

peterswealthgroup.com (opens in new tab)

Phone

(614) 865-2111

Other planners in Westerville that publish fees

• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Harding Financial GroupWesterville$500/hr, $3,500⁠-⁠$7,000
• Shaffer CapitalWesterville$300/hr, $500
• Wealthbridge Capital Management, LLCWesterville$300/hr, $3,000/yr
• Young Financial Planning LLCWesterville$300/hr

Compare all 13 planners in Westerville