Strategic Wealth Partners, LTD. fees and pricing
Financial planner in Independence, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 29, 2026, Strategic Wealth Partners, LTD. charges $500 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $3,000
“The minimum fee for a financial plan is $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Wealth Partners, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable, and the final fee schedule is attached as an exhibit to the executed Investment Management Agreement.”
- “Special arrangements will be agreed on in advance and described in the executed Investment Management Agreement.”
- “Annualized fees are typically paid quarterly in advance and are calculated based on the value of assets in the account under our firm’s management as of the end of the last business day of the previous quarter.”
How Strategic Wealth Partners, LTD.’s fees compare
- Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Independence that publish a flat or project fee charge less.
About Strategic Wealth Partners, LTD.
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 24 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 3,646
- Employees
- 24
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1,644,729,979
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148586
- Phone
- (216) 800-9000
Can advise clients in 27 states: California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia
Other planners in Independence that publish fees
- Enza Financial, LLCIndependence$25,000/yr
- Prasad Wealth PartnersIndependence$500-$25,000
- Spinnaker Financial Group, LLCIndependence$200/hr, $10,000
- Tempo WealthIndependence$1,000-$3,000
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.