Tonjes Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275⁠-⁠$325/hr

“$275 per hour for current ongoing clients (this rate applies to clients who already engage us for investment advisory services, or clients of our affiliated tax firm, since we consider them existing relationships). $325 per hour for new or non-advisory clients (this higher rate applies to individuals who engage us…”

Flat or project fee

$750⁠-⁠$5,000

“The initial planning fee generally ranges from $750 to $5,000, depending on the scope and complexity of the client’s financial situation, the services requested, household complexity, business ownership, self-employment income, tax planning coordination, and the amount of upfront planning work expected. 10 The…”

Monthly fee

$300⁠-⁠$500/mo

“Subscription fees generally range from $300 to $500 per month, depending on the scope and complexity of the client’s financial situation, the services requested, the frequency of meetings, household complexity, business ownership, self-employment income, tax planning coordination, and the expected time required to…”

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

How Tonjes Financial Group bills

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

• “Asset-based fees are billed quarterly in advance.”
• “If preferred, clients may arrange to pay fees via invoice instead, but the default method is direct account deduction.”
• “Because our fees are billed in advance, if a client terminates services mid-quarter we will promptly refund any unearned portion of the fee.”

How Tonjes Financial Group’s fees compare

• Its hourly rate of $275-$325 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 spans the Ohio median of $3,250. 42% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Tonjes Financial Group

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Social Security
• Insurance analysis
• Cash flow and budgeting

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

1.3% a year

Employees

2

Services reported to regulators

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

Assets managed

$457,330

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338154

Website

tfgadviser.com (opens in new tab)

Phone

(419) 423-7797

Other planners in Findlay that publish fees

• Infresh, Inc.Findlay$2,500/yr
• Resolute Wealth Advisor, Inc.Findlay$2,500⁠-⁠$15,000
• 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

Compare all 4 planners in Findlay