Stepping Stone Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Project-Based Financial Planning Hourly Fee Financial Planning is available for limited-scope projects at an hourly rate of $200 per hour.”

Annual fee

$1,200/yr

“There is a minimum annual fee of $1,200.”

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

How Stepping Stone Advisors, LLC bills

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

• “Fees for this service may be paid by electronic funds transfer or check.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”

How Stepping Stone Advisors, LLC’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.
• Its annual fee of $1,200 is below the Ohio median of $5,000. 11% of the 79 other Ohio planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Stepping Stone Advisors, LLC

• Principal: Kenneth Basel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Minimum

$1,200 minimum fee (stated in brochure)

Clients

9

Employees

1

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

$540,800

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300868

Website

steppingstoneadvisors.com (opens in new tab)

Phone

(440) 241-8687

Can advise clients in 2 states: Ohio, Virginia

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