PlannerFees

TCM Wealth Advisors fees and pricing

Financial planner in Fairlawn, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 25, 2026, TCM Wealth Advisors charges $300⁠-⁠$600 an hour, a flat or project fee of $1,500⁠-⁠$15,000, a monthly fee of $65, a quarterly fee of $175, and an annual fee of $650 for financial planning.

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-⁠$600/hr
“TCM's hourly fee is $300-$600, based on complexity.”
Flat or project fee
$1,500⁠-⁠$15,000
“Financial Planning fees will be charged as a fixed fee, typically ranging from $1,500 to $15,000, based on your individual circumstances.”
Monthly fee
$65/mo
“We also offer our Financial Planning and Consulting Services for a monthly fee of $65, billed in advance early in the month; a quarterly fee of $175, billed in advance early in the quarter, or an annual fee of $650 billed in advance in early January.”
Quarterly fee
$175/qtr

From the same sentence as above.

Annual fee
$650/yr

From the same sentence as above.

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

How TCM Wealth Advisors bills

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

  • “If assets are deposited into an account after the inception of a quarter that exceed $100,000, the fee payable with respect to such assets will be prorated based on the number of days remaining in the quarter.”
  • “If you tell us in advance, TCM will discuss the options and ramifications of transferring securities.”
  • “The fee is billed quarterly in advance based on the annuity account value on the last business day of the previous quarter.”

How TCM Wealth Advisors’ fees compare

  • Its hourly rate of $300-$600 is above the Ohio median of $250. 90% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Fairlawn that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$15,000 spans the Ohio median of $3,250. 85% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • Its annual fee of $650 is below the Ohio median of $5,000. 5% of the 79 other Ohio planners that publish an annual fee charge less.

About TCM Wealth Advisors

“Founded in 2004, TCM provides asset management, financial planning, and consulting services on a fee-only basis to a variety of clients including physicians, business owners, professionals, corporate executives, retirees, and nearretirees.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

  • Divorce
  • Physicians and dentists
  • Business owners

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
1.5% a year
Clients
55
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed
$29,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
132646
Website
plannersearch.org/financial-advisor/jonathan-d-torrens (opens in new tab)
Phone
(330) 836-7000

Other planners in Fairlawn that publish fees

Compare all 3 planners in Fairlawn

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.