Ruiz Financial Group, LLC fees and pricing
Financial planner in Toledo, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 26, 2026, Ruiz Financial Group, LLC charges a flat or project fee of $250 and a monthly fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250
“Current ongoing financial planning service levels generally range from $250 Firm Brochure v2026 Ruiz Financial Group, LLC Page 7 of 21 per month to $750 per month, depending on the service level selected.”
- Monthly fee
- $750/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ruiz Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears unless otherwise agreed in writing.”
- “The Firm uses an internal pricing process to set a reasonable fee in advance.”
- “The specific fee, billing frequency, payment terms, and any refund terms are set forth in the client's written agreement.”
How Ruiz Financial Group, LLC’s fees compare
- Its flat or project fee of $250 is below the Ohio median of $3,250. None of the 199 other Ohio planners that publish a flat or project fee charge less.
- None of the 2 other planners in Toledo that publish a flat or project fee charge less.
About Ruiz Financial Group, LLC
“The Firm provides financial planning and investment management services to individuals, including highnet-worth individuals, families, trusts, estates, small businesses, and retirement plans.”
- Firm size: 3 employees.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
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
- 1.1% a year
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342372
- Phone
- (419) 360-3945
Other planners in Toledo that publish fees
- Alan B. Lancz & Associates, Inc.Toledo$275/hr, $500-$2,400
- Candela FinancialToledo$250/hr, $4,000-$10,000
- Tayyib Investments LLCToledo$90-$160/hr
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/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.