Spillane Financial Planning, Inc. fees and pricing
Financial planner in Lebanon, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Spillane Financial Planning, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“We are compensated at a rate of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spillane Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Fees are prorated for any partial billing periods occurring during the period, including the initial and terminating billing periods.”
- “Fees are prorated for any partial billing periods occurring during the period, including the initial and terminating billing periods.”
How Spillane Financial Planning, Inc.’s fees compare
- Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
About Spillane Financial Planning, Inc.
“We offer financial planning, investment management, and investment consulting services in the form of ongoing engagements.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.85% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $44,888,310
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131589
- Phone
- (339) 298-1570
Can advise clients in 2 states: Massachusetts, Ohio
Other planners in Lebanon that publish fees
- KLD Wealth ManagementLebanon$194/hr, $500-$15,000
- 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
- Adams and Co Financial ServicesCincinnati$500-$2,500
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.