Ridge and Republic Financial fees and pricing
Financial planner in Dayton, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 31, 2026, Ridge and Republic Financial charges $400 an hour, a flat or project fee of $500-$5,000, a quarterly fee of $1,500, and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“One-time/ad hoc Hourly Fees The negotiated hourly rate for this service is $400 per hour, billed in 15-minute increments, with a 1-hour minimum per engagement.”
- Flat or project fee
- $500-$5,000
“The negotiated fixed rate for creating client financial plans is generally between $500 and $5,000 based on the complexity of client accounts and planning needs.”
- Quarterly fee
- $1,500/qtr
“The fee for this service is $6,000 per year, billed at $1,500 per quarter in arrears.”
- Annual fee
- $6,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ridge and Republic Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing comprehensive financial planning and advisory support for clients who desire advice concerning their broader financial circumstances, regular check-ins, behavioral coaching, implementation assistance, and email access between formal reviews.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of RARF's fees within five business days of signing the Investment Advisory Contract.”
How Ridge and Republic Financial’s fees compare
- Its hourly rate of $400 is above the Ohio median of $250. 84% of the 219 other Ohio planners that publish an hourly rate charge less.
- 5 of the 5 other planners in Dayton that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Ohio median of $3,250. 39% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Dayton that publish a flat or project fee charge less.
- Its annual fee of $6,000 is above the Ohio median of $5,000. 57% of the 79 other Ohio planners that publish an annual fee charge less.
About Ridge and Republic Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337907
- Phone
- (513) 560-7129
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
- Reaching Upward Financial Solutions LLCDayton$100/hr, $750-$3,500
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.