Spicer Wealth Management fees and pricing
Financial planner in Beavercreek, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Spicer Wealth Management charges $500 an hour and a flat or project fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The Firm assesses an hourly rate not to exceed $500 an hour for consulting related financial planning services.”
- Flat or project fee
- $250
“The minimum hourly planning fee is $250 and a maximum fee of $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spicer Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The hourly fee can be negotiated with the Client, and it will be agreed upon in advance and in writing.”
- “The fee is negotiable depending on the size of the plan and the services provided.”
- “Spicer Wealth Management Page 6 ADV Part 2A – 3/10/2026 The fees specified above are payable quarterly or monthly in arrears (after services have been provided).”
How Spicer Wealth Management’s fees compare
- Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $250 is below the Ohio median of $3,250. None of the 199 other Ohio planners that publish a flat or project fee charge less.
About Spicer Wealth Management
“The Firm offers Clients Financial Planning Services to evaluate their financial situation, goals and risk tolerance.”
- Principal: Bryon K. Spicer
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 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
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 152792
- Phone
- (937) 426-3836
Other planners in Ohio that publish fees
- 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
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.