Thunderbird Financial Coaching fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Material Changes Since the last update, we have raised our hourly rate to $150.00.”

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

How Thunderbird Financial Coaching bills

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

• “Charges will be withdrawn from your account as payment for our services, and is always made in advance.”
• “When you add assets to your account during the billing period, the third party investment manager may charge an additional fee for those additions to your account (on a prorated basis).”

How Thunderbird Financial Coaching’s fees compare

• Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.

About Thunderbird Financial Coaching

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.99% a year

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

175429

Phone

(567) 686-2032

Other planners in Sylvania that publish fees

• SJS Investment ServicesSylvania$1,000⁠-⁠$5,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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