Scalar Wealth LLC fees
Financial planner in Avon Lake, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Scalar Wealth LLC (Avon Lake, OH) charges $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Ohio median of $250; 56% of the 118 other planners in Ohio that publish an hourly rate charge less. The one other planner in Avon Lake charges more.
“Our hourly fee is $$300.00 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Scalar Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “We charge an hourly fee of $300.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
About Scalar Wealth LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 341061 (opens in new tab)
- Phone
- (440) 781-7903
Other planners in Avon Lake that publish fees
- Intera Financial Planners LLCAvon LakeHourly $350/hr, Annual $7,500-$50,000/yr
- Ville Wealth ManagementAvon LakeFlat $1,000-$10,000, Monthly $100-$1,000/mo
More planners in Ohio that publish fees
- KLD Wealth ManagementLebanonHourly $195/hr, Flat $500-$15,000
- Derenzo Advisors LLCDaytonHourly $350/hr
- Generations Wealth, LLCCincinnatiFlat $1,500-$6,000
- Columbus Street Wealth Management, LLCDublinHourly up to $250/hr, Flat $1,000-$50,000
- Purtill Financial LLCHighland HeightsHourly $150/hr
- Athens Impact Socially Responsible InvestmentsAthensHourly $250/hr, Flat $250-$5,000
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.