SRS Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $10,000

“Financial planning fees typically range from $0 to $10,000 per engagement or per year depending on the structure and scope of services.”

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

How SRS Wealth Management bills

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

• “Although planning fees are not billed hourly, the Firm uses an internal pricing process to set a reasonable fee in advance, and the specific fee, billing frequency, and any refund terms are set forth in the client’s written agreement.”
• “Financial planning fees are paid by check or electronic payment pursuant to invoice.”
• “Financial planning fees may be billed in advance.”

How SRS Wealth Management’s fees compare

• Its flat or project fee of up to $10,000 spans the Ohio median of $3,250. 61% of the 199 other Ohio planners that publish a flat or project fee charge less.

About SRS Wealth Management

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343188

Website

srswm.com (opens in new tab)

Phone

(740) 242-0173

Other planners in Lancaster that publish fees

• Lifetime Financial Planning Solutions, LLCLancaster$300/hr
• 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

Compare all 564 planners in Ohio