R&b Financial Consultants fees and pricing

Published fees

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

Annual fee

$800⁠-⁠$15,000/yr

“(ranging from $800 to $15,000 per year) A client must have a minimum annual income of $25,000.”

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

How R&b Financial Consultants bills

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

• “We usually bill fees when the Financial Planning Agreement becomes effective and on an annual basis in arrears thereafter.”
• “The Financial Planning Agreement will show the fee you will pay; fees are negotiable.”
• “For individuals, fees are charged in arrears.”

How R&b Financial Consultants’ fees compare

• Its annual fee of $800-$15,000 spans the Ohio median of $5,000. 62% 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 R&b Financial Consultants

• Firm size: 2 employees.
• Founded: 1985 (41 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

119842

Phone

(330) 334-7000

Other planners in Wadsworth that publish fees

• Prelude FinancialWadsworth$200/hr, $750
• 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

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