Tenacity Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our fee for Financial Consulting is $5,000 per plan or $250 per hour.”

Flat or project fee

$5,000

From the same sentence as above.

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

How Tenacity Private Wealth bills

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

• “Typically, Advisory Fees will be charged monthly and in advance, based on the value of the account at the end of the previous month.”
• “At the time the Advisory Fee is debited clients will be sent an invoice that shows the Advisory Fees, AUM, fee, formula used to calculate the fee, the fee calculation itself and the time period covered by the fee.”
• “At the end of the engagement these Clients will be presented an invoice showing the total fee, the formula used to calculate the fee, the fee calculation, number of hours worked, time period covered by the fee, as well as the services provided.”

How Tenacity Private Wealth’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Powell that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Ohio median of $3,250. 61% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Tenacity Private Wealth

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

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

Clients

50

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$40,570,578

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332884

Website

tenacityprivatewealth.com (opens in new tab)

Phone

(614) 208-5494

Other planners in Powell that publish fees

• Freewood Private Wealth Management, LLCPowell$150⁠-⁠$300/hr
• Schuler Wealth Planning LLCPowell$400/hr, $1,500⁠-⁠$6,500
• Shuttleworth & CompanyPowell$500⁠-⁠$1,000/yr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 7 planners in Powell