SR Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The fee for financial planning services is either an hourly charge of $150.00, or if an entire financial plan is prepared the fee is one-fourth of one percent (0.25%) of the clients net worth, with a minimum fee of $1,000.00.”

Flat or project fee

$250

“When preparing an entire financial plan, a $250.00 retainer is billed up front, with the remainder of the fee due upon completion of the services.”

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

How SR Financial Services, Inc. bills

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

• “The fee is billed on a quarterly basis for portfolios greater than $50,000.00, and semiannually for portfolios $50,000.00 or less.”
• “The fee in all cases is billed in advance.”
• “Clients have a choice of having the fee deducted from the assets under management, or being billed directly.”

How SR Financial Services, Inc.’s fees compare

• Its hourly rate of $150 is below the Ohio median of $250. 8% 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 SR Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate 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

Minimum

$400 minimum fee (stated in brochure)

Clients

56

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$82,049,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121298

Phone

(216) 328-0639

Can advise clients in 2 states: Ohio, Pennsylvania

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

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