Pomeroy Financial Planning, LLC. fees
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Pomeroy Financial Planning, LLC. (Cincinnati, OH) charges up to $350 an hour for financial planning.
- Website: pomeroyfinancial.com (opens in new tab)
- Call (513) 802-8898
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change.
- Hourly rate
- Up to $350/hr
Can go up to $350; the Cincinnati median is $300. Can go up to $350; the Ohio median is $250.
“The current hourly rate for financial planning services is up to $350 per hour.”
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
- No
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2000 (26 years)
How Pomeroy Financial Planning, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the discretion of PFP.”
- “The scope of the additional work will be mutually agreed to in advance and billed separately from the regular ongoing engagement.”
- “The client must approve the change of scope in advance of the additional work being performed when a fee modification is necessary.”
About Pomeroy Financial Planning, LLC.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 26, 2026
- CRD number
- 120409 (opens in new tab)
- Phone
- (513) 802-8898
Other planners in Cincinnati that publish fees
- 1TaxfinancialCincinnatiHourly $300/hr
- EntryPoint Wealth ManagementCincinnatiHourly $300/hr, Flat from $5,000
- Moy Investment Management, LLCCincinnatiHourly $100-$300/hr
- Live and Give FinancialCincinnatiHourly $350/hr, Flat $1,000-$10,000
- Titan Wealth ManagementCincinnatiFlat $1,000-$5,000
- Dunphy Wealth Management, Inc.CincinnatiHourly $75-$150/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Is something on this page wrong or out of date?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.