Skybox Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services are offered on a negotiable hourly rate not to exceed $250 per hour with a maximum fixed fee not to exceed $5,000 for the initial engagement.”

Flat or project fee

$500

“Such fee will be a fixed fee not to exceed $500.”

Annual fee

$1,000⁠-⁠$15,000/yr

“Fees for employee benefit plan education services are charged at a flat rate, ranging from $1,000 to $15,000 per year, paid either quarterly or monthly, in arrears.”

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

How Skybox Financial Group LLC bills

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

• “Held Away Account Services – Billing We charge an annual fee for services provided to these held away accounts, which is deducted from an account under our Investment Management Service on a quarterly basis in advance or by other means such as invoicing.”
• “This fee is charged on a quarterly basis in advance and can be paid by electronic funds transfer.”
• “Fees are negotiable within the range, and are based on complexity and needs of the client.”

How Skybox Financial Group LLC’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.
• Its flat or project fee of $500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $1,000-$15,000 spans the Ohio median of $5,000. 63% of the 79 other Ohio planners that publish an annual fee charge less.

About Skybox Financial Group LLC

• Firm size: 2 employees.
• Registered as an adviser: 2009 (17 years).

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

2% a year

Clients

189

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$75,172,162

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148939

Website

skyboxasset.com (opens in new tab)

Phone

(440) 238-6983

Can advise clients in 2 states: Florida, Ohio

Other planners in Middleburg Heights that publish fees

• Fidato Wealth LLCMiddleburg Heights$5,000/yr
• Fourth Dimension Wealth, LLCMiddleburg Heights$200/hr, $2,500⁠-⁠$5,000
• 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

Compare all 5 planners in Middleburg Heights