Tempo Wealth fees and pricing
Financial planner in Independence, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Tempo Wealth charges a flat or project fee of $1,000-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$3,000
“Financial planning fees start at $1,000 for Renewal Financial Plans for existing clients and $3,000 minimum for new clients with a maximum of $15,000 in planning fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tempo Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees are deducted and invoiced in the same fashion as asset-based fees for investment services.”
- “We charge financial planning fees in advance.”
- “The exact fixed fees for financial planning services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time or the complexity of the plan.”
How Tempo Wealth’s fees compare
- Its flat or project fee of $1,000-$3,000 is below the Ohio median of $3,250. 29% of the 199 other Ohio planners that publish a flat or project fee charge less.
- None of the 3 other planners in Independence that publish a flat or project fee charge less.
About Tempo Wealth
“The Firm offers a large variety of services, including portfolio management, comprehensive financial planning, and selection of other advisors.”
- Firm size: 12 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.15% a year
- Clients
- 853
- Employees
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $804,265,871
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336316
- Phone
- (440) 568-3676
Can advise clients in 25 states: California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Missouri, Mississippi, North Carolina, Nebraska, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in Independence that publish fees
- Enza Financial, LLCIndependence$25,000/yr
- Prasad Wealth PartnersIndependence$500-$25,000
- Spinnaker Financial Group, LLCIndependence$200/hr, $10,000
- Strategic Wealth Partners, LTD.Independence$500/hr, $3,000
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.