Reaching Upward Financial Solutions LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Fees for more complex tax situations will be based on $100 per hour.”

Flat or project fee

$750⁠-⁠$3,500

“The negotiated fixed rate for creating client financial plans is between $750 and $3,500.”

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

How Reaching Upward Financial Solutions LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of RUFSL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of RUFSL’s fees, within five business days of signing the Financial Planning Agreement.”
• “Financial planning fees are paid via check and cash.”

How Reaching Upward Financial Solutions LLC’s fees compare

• Its hourly rate of $100 is below the Ohio median of $250. 2% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 5 other planners in Dayton that publish an hourly rate charge less.
• Its flat or project fee of $750-$3,500 spans the Ohio median of $3,250. 31% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 2 other planners in Dayton that publish a flat or project fee charge less.

About Reaching Upward Financial Solutions LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

1.1% a year

Clients

3

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$304,220

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324781

Website

reachingupwardfinancial.com (opens in new tab)

Phone

(937) 673-4496

Other planners in Dayton that publish fees

• Anderson Financial Strategies, LLCDayton$1,000⁠-⁠$10,000, $150⁠-⁠$500/mo
• Blake Schutter Theil Wealth Advisors, LLCDayton$150⁠-⁠$250/hr
• Demma-Novak Wealth ManagementDayton$300/hr
• Derenzo Advisors LLCDayton$350/hr
• Jessup Wealth ManagementDayton$125⁠-⁠$500/hr
• Ridge and Republic FinancialDayton$400/hr, $500⁠-⁠$5,000

Compare all 17 planners in Dayton