Ridgeline Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Alternatively, RWP also offers financial planning at an hourly rate of $400 per hour, paid in arrears.”

Quarterly fee

$500/qtr

“Thereafter, clients or RWP may terminate the client relationship at any time. 8 Financial Planning Fees As a standalone agreement RWP typically charges a base quarterly financial planning fee of approximately $500 per quarter, paid in arrears.”

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

How Ridgeline Wealth Planning 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 RWP's fees within five business days of signing the Investment Advisory Agreement.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “Clients may terminate the agreement without penalty for a full refund of RWP's fees within five business days of signing the pension consulting agreement.”

How Ridgeline Wealth Planning LLC’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.
• 3 of the 4 other planners in Centerville that publish an hourly rate charge less.

About Ridgeline Wealth Planning LLC

• Firm size: 12 employees.
• Registered as an adviser: 2024 (2 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

1.2% a year

Clients

436

Employees

12

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$259,550,914

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

307702

Website

ridgelinewealthplanning.com (opens in new tab)

Phone

(937) 739-3744

Can advise clients in 9 states: California, Florida, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Texas

Other planners in Centerville that publish fees

• Buckeye Wealth Partners, LLCCenterville$250⁠-⁠$350/hr, $1,000
• Fiduciary Wealth Group, LLCCenterville$350/hr
• Wealth AccelCenterville$400/hr, $1,375/mo
• Zenith Advisory Group, LLCCenterville$150/hr

Compare all 6 planners in Centerville