SWS Partners, LLC fees
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 8, 2026, SWS Partners, LLC (Columbus, OH) charges an annual fee of $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change.
- Annual fee
- $5,000/yr
Below the Ohio median of $7,050; 26% of the 27 other planners in Ohio that publish an annual fee charge less. Neither of the 2 other planners in Columbus charges less, and 1 charges the same.
“SWS Financial Planning Generally, Financial Planning services are billed at a rate of $5,000 annually.”
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
- $1,000,000 in assets (stated in the brochure)
- Team size
- 6 employees
How SWS Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The quarterly installment shall be billed to the client’s investment account(s) with SWS Partners.”
- “In the event the client does not have investment accounts managed by SWS Partners, SWS Partners shall invoice the Client the fee on a quarterly basis, and the fee shall be due and payable thirty (30) days thereafter.”
- “If the engagement is terminated, a pro-rata refund is paid to the client provided based upon the remaining days in the quarter for which an advance fee was paid to SWS.”
About SWS Partners, LLC
Planning areas mentioned in the brochure
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, a percentage of assets under management, and performance based fees
- Clients
- 149
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $443 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 14, 2026
- CRD number
- 281838 (opens in new tab)
- Phone
- (614) 670-5733
Registered or notice filed in 7 states: California, Florida, Illinois, Indiana, Ohio, South Carolina, Texas
Other planners in Columbus that publish fees
- Hamilton CapitalColumbusFlat $2,500
- Alexander Financial Planning, Inc.ColumbusFlat $350-$500, Annual $3,000-$7,000/yr
- Landfall Financial Advisors, Inc.ColumbusHourly $200/hr
- ClearMind CapitalColumbusMonthly $100-$1,200/mo
- NorthAvenue LLCColumbusAnnual $3,600-$70,000/yr
- The Sherrington GroupColumbusHourly $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.