PlannerFees

Sand Run Wealth Management fees and pricing

Financial planner in Akron, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 21, 2026, Sand Run Wealth Management charges $250 an hour, a flat or project fee of $1,000⁠-⁠$5,000, and a monthly fee of $83 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“In developing each quote, SRWM generally estimates the time required using an hourly rate of $250 and considers the scope and complexity of the engagement, the client's financial circumstances, number and types of accounts, planning needs, and other relevant considerations.”
Flat or project fee
$1,000⁠-⁠$5,000
“Fixed project fees generally range from $1,000 to $5,000.”
Monthly fee
$83/mo
“A $100,000 account would incur an annualized advisory fee of approximately $1,000, or approximately $83.33 per month, assuming the account value remained unchanged.”

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

How Sand Run Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are billed monthly in arrears based on the market value of managed assets as of the last business day of each month.”
  • “Fees may be prorated or adjusted for partial billing periods and material contributions or withdrawals.”
  • “Financial planning services are quoted in advance on a project-by-project basis.”

How Sand Run Wealth Management’s fees compare

  • Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 3 of the 6 other planners in Akron that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • 3 of the 6 other planners in Akron that publish a flat or project fee charge less.

About Sand Run Wealth Management

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2026.

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
Minimum
No minimum stated in brochure
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
344316
Phone
(330) 714-5297

Other planners in Akron that publish fees

Compare all 13 planners in Akron

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