Ville Wealth Management fees and pricing
Financial planner in Avon Lake, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Ville Wealth Management charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Ongoing Financial Planning VWM collects an initial fee, no greater than $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ville Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Upon delivery of the comprehensive financial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”
How Ville Wealth Management’s fees compare
- Its flat or project fee of $10,000 is above the Ohio median of $3,250. 87% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Ville Wealth Management
- Principal: Brian Jaros
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $11,142,925
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334882
- Phone
- (440) 880-9200
Other planners in Avon Lake that publish fees
- Intera Financial Planners LLCAvon Lake$350/hr, $7,500-$50,000/yr
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.