Queen City Wealth fees and pricing

Financial planner in Cincinnati, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 13, 2026, Queen City Wealth charges a flat or project fee of $500⁠-⁠$3,000 and a monthly fee of $100⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$3,000
“Ongoing Financial Planning QCWP collects an initial fee of $500 - $3,000.”
Monthly fee
$100⁠-⁠$2,000/mo
“Fees are paid monthly in advance, ranging from $100 to $2,000 per month.”

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

How Queen City Wealth bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Queen City Wealth’s fees compare

  • Its flat or project fee of $500-$3,000 is below the Ohio median of $3,250. 25% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • 9 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Queen City Wealth

  • Principal: Matthew Bremer
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2025.

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340532
Phone
(419) 344-1517

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Is something on this page wrong or out of date?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.