Trendcalc Dynamics 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.

Flat or project fee

Up to $15,000

“TrendCalc will charge a financial planning services fee as a fixed fee, typically ranging from $0 to $15,000 dependent on the client’s specific situation and the agreed upon services and responsibilities of TrendCalc.”

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

How Trendcalc Dynamics bills

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

• “Clients placed with TPM will be billed in accordance with the TPM’s Fee Schedule which will be disclosed to the Client prior to signing an agreement.”
• “Clients will be billed in arrears at the beginning of each calendar month, based upon the value (market value or fair market value in the absence of market value), of the client's portfolio at the end of the previous month.”
• “The initial management fee will be prorated from the date account is first funded to close of billing period.”

How Trendcalc Dynamics’ fees compare

• Its flat or project fee of up to $15,000 spans the Ohio median of $3,250. 79% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 14 of the 18 other planners in Columbus that publish a flat or project fee charge less.

About Trendcalc Dynamics

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Business owners
• 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

2% a year

Clients

70

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$35,100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288325

Website

trendcalc.net (opens in new tab)

Phone

(614) 300-7390

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