Right Investment Team LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$1,000

“The negotiated fixed rate for creating client financial plans is between $200 and $1,000.”

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

How Right Investment Team 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 RITL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of RITL's fees within five business days of signing the Financial Planning Agreement.”
• “Clients may select the method in which they are billed.”

How Right Investment Team LLC’s fees compare

• Its flat or project fee of $200-$1,000 is below the Ohio median of $3,250. 8% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Right Investment Team LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,267,448

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282193

Phone

(440) 341-6700

Other planners in Avon that publish fees

• T.i.p.s. 4 RepsAvon$1,000⁠-⁠$50,000
• 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
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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