Symphony Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The maximum hourly fee to be charged will not exceed $300.”

Flat or project fee

$500⁠-⁠$5,000

“Flat fees range from $500 to $5,000.”

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

How Symphony Financial Services, Inc. bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Fees are billed on a pro-rata basis quarterly in advance or in arrears based on the value of the account(s) using the time weighted average daily balance of the previous quarter.”
• “Fees are negotiable and will be deducted from the account(s).”

How Symphony Financial Services, Inc.’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 5 of the 6 other planners in Akron that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Ohio median of $3,250. 39% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Akron that publish a flat or project fee charge less.

About Symphony Financial Services, Inc.

• Firm size: 7 employees.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis

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

2.5% a year

Clients

591

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$428,700,951

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

125058

Website

linkedin.com/in/james-jones-crpc%C2%AE-8188547 (opens in new tab)

Phone

(330) 434-2000

Can advise clients in 17 states: Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Missouri, North Carolina, New Jersey, New York, Ohio, Texas, Virginia

Other planners in Akron that publish fees

• Fortifi Capital, LLCAkron$60/hr
• Kohmann Bosshard Financial Services, LLC.Akron$500
• Lyon Capital StrategiesAkron$150/hr
• Paradigm Investment Advisory LLCAkron$1,000⁠-⁠$5,000
• Presper Financial Architects, LLCAkron$150⁠-⁠$350/hr, $1,000⁠-⁠$2,500
• Sand Run Wealth ManagementAkron$250/hr, $1,000⁠-⁠$5,000

Compare all 13 planners in Akron