Seven Hills Capital Advisors fees and pricing

Published fees

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

Hourly rate

$175/hr

“Seven Hills Capital Advisors provides a comprehensive financial plan for an hourly fee of $175 or a fixed fee of $300 - $1250, which may be negotiable depending upon the nature and complexity of the client's circumstances.”

Flat or project fee

$300⁠-⁠$1,250

From the same sentence as above.

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

How Seven Hills Capital Advisors bills

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

• “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
• “Fees are charged quarterly or monthly as elected by the client, in advance.”
• “The quarterly or monthly fee thus determined shall be paid, in advance, based upon the balance of the Account on the last day of the previous month or quarter.”

How Seven Hills Capital Advisors’ fees compare

• Its hourly rate of $175 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.
• 4 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $300-$1,250 is below the Ohio median of $3,250. 11% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 2 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Seven Hills Capital Advisors

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

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

1.25% a year

Clients

123

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$129,999,761

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175280

Website

7hca.com (opens in new tab)

Phone

(513) 515-3135

Can advise clients in 2 states: Ohio, Texas

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

Compare all 76 planners in Cincinnati