TCP Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

Up to $500/hr

“The hourly fee for these services is between $0 and $500.”

Flat or project fee

Up to $15,000

“The negotiated fixed rate for creating client financial plans is between $0 and $15,000. 12 Hourly Fees The negotiated hourly fee for these services is between $0 and $1,000.”

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

How TCP Asset Management, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TCPAM’s fees within five business days of signing the Investment Advisory Contract.”
• “You may terminate your advisory agreement at any time, without penalty, upon thirty (30) days’ written notice, and you will receive a pro rata refund of any prepaid, unearned fees.”

How TCP Asset Management, LLC’s fees compare

• Its hourly rate of up to $500 spans the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Upper Arlington that publish an hourly rate charge less.
• Its flat or project fee of up to $15,000 spans the Ohio median of $3,250. 79% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Upper Arlington that publish a flat or project fee charge less.

About TCP Asset Management, LLC

• Firm size: 43 employees.
• Founded: 2016 (10 years).

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

2,221

Employees

43

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$1,182,711,742

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286037

Website

tcpasset.com (opens in new tab)

Phone

(614) 761-9378

Can advise clients in 31 states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wyoming

Other planners in Upper Arlington that publish fees

• Blue AdvisorsUpper Arlington$200/hr, $1,500⁠-⁠$5,000
• Kovalcik & Geraghty Wealth Partners LLPUpper Arlington$425/hr, $2,500⁠-⁠$10,000
• Wealthought LLCUpper Arlington$100⁠-⁠$500/hr, $100⁠-⁠$25,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 5 planners in Upper Arlington