Richard Miller Financial Services, LLC fees
Financial planner in Zanesville, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 17, 2026, Richard Miller Financial Services, LLC (Zanesville, OH) charges $100-$200 an hour and a flat or project fee of $500-$2,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change.
- Hourly rate
- $100-
$200/hr Below the Ohio median of $250; 7% of the 118 other planners in Ohio that publish an hourly rate charge less.
“RMFS offers financial planning or consulting services on an hourly basis ranging from $100 to $200 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- Flat or project fee
- $500-
$2,000 Below the Ohio median of $3,625; 10% of the 93 other planners in Ohio that publish a flat or project fee charge less.
“RMFS also offers financial planning or consulting services on a fixed fee basis ranging from $500 to $2000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- ChFC®
- Team size
- Solo practice (one employee)
- Registered since
- 2011 (15 years)
How Richard Miller Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Account Portfolio Management Investment Advisory Fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
- “Fees in the first quarter of the agreement shall be prorated from the inception date to the end of the quarter.”
- “Financial planning and consulting fee are invoiced by the Advisor and are due upon receipt of the agreed upon deliverable.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 86
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $8.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 17, 2026
- CRD number
- 159553 (opens in new tab)
- Phone
- (740) 455-2270
More planners in Ohio that publish fees
- NorthAvenue LLCColumbusAnnual $3,600-$70,000/yr
- Accountable Financial Planning LLCWestervilleHourly from $200/hr, Annual $2,500/yr
- Ridge and Republic FinancialDaytonHourly $400/hr, Flat $500-$5,000
- Wealth AccelCentervilleHourly $400/hr, Monthly $500-$3,000/mo
- Lifetime Financial Planning Solutions, LLCLancasterHourly $300/hr
- Tayyib Investments LLCToledoHourly $90-$160/hr
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.