Spreng Capital Management, Inc. fees and pricing
Financial planner in Bucyrus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, Spreng Capital Management, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“If SCM is retained by a client or individual to assist with financial planning our rate is $250 an hour for these services. 8”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spreng Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are based upon an annual percentage of the net asset value of client’s portfolio or an hourly charge.”
- “While fees are negotiable, SCM has adopted the following investment advisory fee guideline for new clients.”
- “Fees are generally billed quarterly in arrears.”
How Spreng Capital Management, Inc.’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.
About Spreng Capital Management, Inc.
- Principal: James A. Spreng
- Firm size: 4 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
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
- 1% a year
- Clients
- 927
- Employees
- 4
- 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
- $300,205,060
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119902
- Phone
- (419) 563-0084
Can advise clients in 8 states: Florida, Illinois, Michigan, North Carolina, Ohio, Texas, Virginia, Wisconsin
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.