Stage Ready Financial Planning fees
Financial planner in Oakwood, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Stage Ready Financial Planning (Oakwood, OH) charges a monthly fee of $495-$1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change.
- Monthly fee
- $495-
$1,000/mo “Fees are paid monthly in arrears, ranging from $495 to $1,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Stage Ready Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Terminations and Refunds For Wealth Management services, the Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”
About Stage Ready Financial Planning
“We offer investment management and financial planning services. When we provide financial planning services, we also provide the Client with a financial plan.”
- Principal: Joseph Eck
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 34
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $28.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 30, 2026
- CRD number
- 328883 (opens in new tab)
- Phone
- (937) 203-0604
Other planners in Oakwood that publish fees
- Artifex Financial Group, LLCOakwoodHourly up to $250/hr, Flat $2,500
More planners in Ohio that publish fees
- Right Investment Team LLCAvonFlat $200-$1,000
- Endeavor Wealth Advisors, LLCPepper PikeHourly $300/hr, Flat from $2,500
- Milestones FinancialColumbusHourly $295/hr
- Generations Wealth, LLCCincinnatiFlat $1,500-$6,000
- Iron Gate Wealth Advisors, LLCPolandHourly up to $200/hr, Flat $200-$2,000
- TMT Investment AdviserLovelandHourly $200/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.