The Wealth Advantage Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$180⁠-⁠$250/hr

“WA Group’s financial planning and consulting fees are negotiable, but generally range from $180 to $250 on an hourly basis and from $2,500 to $10,000 on a fixed fee basis, depending upon the level and scope of the services.”

Flat or project fee

$2,500⁠-⁠$10,000

From the same sentence as above.

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

How The Wealth Advantage Group, Inc. bills

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

• “If termination occurs within five business days of entering into an agreement for such services, the client shall be entitled to a full refund.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How The Wealth Advantage Group, Inc.’s fees compare

• Its hourly rate of $180-$250 is below the Ohio median of $250. 35% of the 219 other Ohio planners that publish an hourly rate charge less.
• 6 of the 20 other planners in Columbus that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Ohio median of $3,250. 75% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 12 of the 18 other planners in Columbus that publish a flat or project fee charge less.

About The Wealth Advantage Group, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CFA.
• 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

Highest asset based fee in brochure

1% a year

Clients

135

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$146,398,143

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

122231

Website

wealthadvantagegroup.com (opens in new tab)

Phone

(614) 459-9000

Can advise clients in 2 states: Florida, Ohio

Other planners in Columbus that publish fees

• Alexander Financial Planning, Inc.Columbus$350⁠-⁠$500, $3,000⁠-⁠$7,000/yr
• Antolino Wealth AdvisorsColumbus$550/hr
• Asendo Wealth AdvisoryColumbus$250/hr, $2,500
• Clark SoetenColumbus$300/hr, $500⁠-⁠$5,000
• Clearmind CapitalColumbus$5,000, $100⁠-⁠$1,200/mo
• Diamond Equity AdvisorsColumbus$150⁠-⁠$300/hr, $1,000⁠-⁠$3,000

Compare all 52 planners in Columbus