Spencer Hawkins Investment Adviser, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$60⁠-⁠$1,000/hr

“Fees for these services are negotiable and may be based on a percentage of assets under management, an annual retainer, or hourly rates ranging from $60/hour to $1,000/hour and are set forth in the client’s agreement with Spencer Hawkins Investment Adviser, LLC.”

Flat or project fee

$1,800

“Fee for Individual/Family Financial Planning - Comprehensive Financial Plan - Pre-negotiated Flat Initial Fee (typically $1,800) - Annual recurring fee, (typically $240 annually, $60 per labor hour, or whichever is greater Planning fees may be waived or discounted at the discretion of the investment adviser.”

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

How Spencer Hawkins Investment Adviser, LLC bills

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

• “The fee is negotiable and will vary among different clients.”
• “Fees are negotiable and will vary among different clients.”
• “Spencer Hawkins Investment Adviser, LLC will generally bill its fees in arrears on a quarterly basis absent other arrangements requested by the client.”

How Spencer Hawkins Investment Adviser, LLC’s fees compare

• Its hourly rate of $60-$1,000 spans the Ohio median of $250. 98% of the 219 other Ohio planners that publish an hourly rate charge less.
• 19 of the 20 other planners in Columbus that publish an hourly rate charge less.
• Its flat or project fee of $1,800 is below the Ohio median of $3,250. 28% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 18 other planners in Columbus that publish a flat or project fee charge less.

About Spencer Hawkins Investment Adviser, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Insurance analysis

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

15

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,159,250

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298545

Website

spencerhawkins.com (opens in new tab)

Phone

(614) 488-2600

Other planners in Columbus that publish fees

• Alexander Financial Planning, Inc.Columbus$350⁠-⁠$500, $3,000⁠-⁠$7,000/yr
• Antolino Wealth AdvisorsColumbus$550/hr
• Asendo Wealth AdvisoryColumbus$250/hr, $2,500
• Clark SoetenColumbus$300/hr, $500⁠-⁠$5,000
• Clearmind CapitalColumbus$5,000, $100⁠-⁠$1,200/mo
• Diamond Equity AdvisorsColumbus$150⁠-⁠$300/hr, $1,000⁠-⁠$3,000

Compare all 52 planners in Columbus