Resolute Wealth Advisor, Inc. fees and pricing
Financial planner in Findlay, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Resolute Wealth Advisor, Inc. charges a flat or project fee of $2,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$15,000
“Our fixed fees range from $2,500 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Resolute Wealth Advisor, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed quarterly in arrears.”
- “The initial fee will be based upon the average daily balance of the partial quarter, prorated for the number of days in the quarter that your account is under our management.”
- “The management fee will be pro-rated to the date of termination, for the quarter in which the cancellation notice was given and the unearned fee billed to you.”
How Resolute Wealth Advisor, Inc.’s fees compare
- Its flat or project fee of $2,500-$15,000 spans the Ohio median of $3,250. 86% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Resolute Wealth Advisor, Inc.
- Firm size: 4 employees.
- Registered as an adviser: 2017 (9 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
- Clients
- 796
- Employees
- 4
- Works with
- Individuals, high net worth individuals, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $293,754,297
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290349
- Phone
- (419) 422-4400
Can advise clients in 3 states: Florida, Mississippi, Ohio
Other planners in Findlay that publish fees
- Infresh, Inc.Findlay$2,500/yr
- Tonjes Financial GroupFindlay$275-$325/hr, $750-$5,000
- 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
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.