Strong Investment Management, LLC fees and pricing

Financial planner in Canton, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Strong Investment Management, LLC charges a flat or project fee of $250⁠-⁠$950 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$250⁠-⁠$950
“Services are offered based on a flat fee between $250 and $950, which is determined based upon complexity, level of detail involved in the plan and the time/hours needed to complete the plan.”

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

How Strong Investment Management, LLC bills

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

  • “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
  • “Unearned fees will be calculated based on the fee schedule above and prorated for the period by taking the number of days service was provided divide by the 5 number of days in the year.”
  • “Fees for financial plans are due upon delivery of the completed plan.”

How Strong Investment Management, LLC’s fees compare

  • Its flat or project fee of $250-$950 is below the Ohio median of $3,250. 8% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Strong Investment Management, LLC

  • Firm size: 3 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
0.95% a year
Clients
401
Employees
3
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$111,903,795
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
289309
Phone
(330) 492-4470

Can advise clients in 3 states: Ohio, Texas, Virginia

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