Trajectory Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fee rates range between $500 and $10,000.”

Monthly fee

$150⁠-⁠$1,000/mo

“For Clients paying monthly, the fee is $150-$1,000 per month.”

Quarterly fee

$450⁠-⁠$3,000/qtr

“For Clients paying quarterly, the fee is $450-$3,000 per quarter.”

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

How Trajectory Financial Planning bills

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

• “Fees are paid monthly or quarterly in arrears.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Payment For Financial Planning services, fees are paid by electronic funds transfer (EFT) or check.”

How Trajectory Financial Planning’s fees compare

• Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Ohio median of $3,250. 66% of the 199 other Ohio planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Trajectory Financial Planning

• Principal: Megan Abbott
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321904

Website

trajectoryfp.com (opens in new tab)

Phone

(303) 437-8119

Can advise clients in 2 states: Colorado, Ohio

Other planners in Ohio that publish fees

• 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
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio