Prelude Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“In the event of early termina on, the client will be billed for the hours worked at a rate of $200.00 per hour.”

Flat or project fee

$750

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $750.00 and an ongoing fee that is paid monthly, in arrears, at the rate between $100.00 and $400.00 per month.”

Monthly fee

$100⁠-⁠$400/mo

From the same sentence as above.

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

How Prelude Financial bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with wri en no ce at least 15 calendar days in advance.”
• “Upon termina on of the account, any unearned fee will be refunded to the client on a prorated basis.”

How Prelude Financial’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $750 is below the Ohio median of $3,250. 10% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Prelude Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 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

1% a year

Clients

36

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$33,534,822

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282158

Website

preludefinancial.com (opens in new tab)

Phone

(330) 331-5197

Other planners in Wadsworth that publish fees

• R&b Financial ConsultantsWadsworth$800⁠-⁠$15,000/yr
• 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
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

Compare all 564 planners in Ohio