Poitinger Financial, Inc. fees and pricing
Financial planner in Fairlawn, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Poitinger Financial, Inc. charges $250 an hour and an annual fee of $1,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly fees ‐Hourly billing is at a rate of $250 per hour and payable after the consultation or as agreed upon by Poitinger Financial, Inc. and the Client. ii.”
- Annual fee
- $1,000-$15,000/yr
“Fee ‐Poitinger Financial, Inc. may charge a flat annual fee ranging from $1,000 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Poitinger Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable upon the completion of service.”
- “Should the need arise for reimbursement of a pre‐paid fee the amount of the refund would be determined on a pro‐rata basis.”
How Poitinger Financial, Inc.’s fees compare
- Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
- None of the 2 other planners in Fairlawn that publish an hourly rate charge less.
- Its annual fee of $1,000-$15,000 spans the Ohio median of $5,000. 63% of the 79 other Ohio planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Poitinger Financial, Inc.
- Firm size: 5 employees.
- Registered as an adviser: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 5
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119867
- Phone
- (330) 864-1144
Other planners in Fairlawn that publish fees
- Objective Capital Management, LLCFairlawn$250/hr
- TCM Wealth AdvisorsFairlawn$300-$600/hr, $1,500-$15,000
- 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
Is something on this page wrong or out of date?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.