Reservoir Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $250 and an ongoing fee that is paid monthly, in arrears, at the rate of $50 - $600 per month, based on complexity.”

Monthly fee

$50⁠-⁠$600/mo

From the same sentence as above.

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

How Reservoir Wealth Management 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 written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Reservoir Wealth Management’s fees compare

• Its flat or project fee of $250 is below the Ohio median of $3,250. None of the 199 other Ohio planners that publish a flat or project fee charge less.

About Reservoir Wealth Management

• Principal: Jared T. Walsh
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

438

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$208,773,942

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

293131

Website

reservwealth.com (opens in new tab)

Phone

(567) 289-2100

Can advise clients in 3 states: Louisiana, Ohio, Texas

Other planners in Ohio that publish fees

• 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
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio